JOYN Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-505
| Closed | -$71K | – | 1409 |
|
|
2018
Q4 | $71K | Sell |
505
-10
| -2% | -$1.41K | 0.02% | 252 |
|
|
2018
Q3 | $103K | Sell |
515
-70
| -12% | -$14K | 0.02% | 214 |
|
|
2018
Q2 | $111K | Sell |
585
-232
| -28% | -$44K | 0.02% | 201 |
|
|
2018
Q1 | $128K | Buy |
+817
| New | +$128K | 0.03% | 198 |
|