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Johnson Financial Group Inc (Wisconsin)’s WEX WEX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-37
Closed -$4K – 496
2020
Q1 		$4K Hold
37
– – ﹤0.01% 425
2019
Q4 		$8K Hold
37
– – ﹤0.01% 429
2019
Q3 		$7K Buy
+37
New +$7.66K ﹤0.01% 467
2017
Q2 		– Sell
-240
Closed -$25K – 647
2017
Q1 		$25K Sell
240
-60
-20% -$6.66K ﹤0.01% 486
2016
Q4 		$33K Buy
300
+150
+100% +$16.2K ﹤0.01% 447
2016
Q3 		$16K Sell
150
-150
-50% -$14.7K ﹤0.01% 531
2016
Q2 		$27K Hold
300
– – ﹤0.01% 532
2016
Q1 		$25K Sell
300
-225
-43% -$16.3K 0.01% 474
2015
Q4 		$46K Sell
525
-1,050
-67% -$95.2K 0.01% 390
2015
Q3 		$137K Hold
1,575
– – 0.03% 292
2015
Q2 		$180K Hold
1,575
– – 0.04% 267
2015
Q1 		$169K Hold
1,575
– – 0.04% 287
2014
Q4 		$156K Hold
1,575
– – 0.04% 291
2014
Q3 		$174K Sell
1,575
-450
-22% -$49.4K 0.05% 245
2014
Q2 		$213K Buy
2,025
+1,350
+200% +$129K 0.06% 216
2014
Q1 		$64K Buy
675
+400
+145% +$36.6K 0.02% 331
2013
Q4 		$27K Hold
275
– – 0.01% 477
2013
Q3 		$24K Sell
275
-450
-62% -$38K 0.01% 487
2013
Q2 		$56K Buy
+725
New +$53.8K 0.02% 403

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