JP Morgan Private Wealth Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $508K | Buy |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $426K | Sell |
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|
2021
Q3 | $662K | Buy |
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|
2021
Q2 | $615K | Sell |
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|
2021
Q1 | $701K | Sell |
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|
2020
Q4 | $706K | Buy |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $506K | Sell |
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|
2020
Q1 | $359K | Buy |
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|
2019
Q4 | $715K | Buy |
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|
2019
Q3 | $667K | Buy |
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|
2019
Q2 | $532K | Sell |
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|
2019
Q1 | $543K | Buy |
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|
2018
Q4 | $349K | Sell |
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|
2018
Q3 | $798K | Sell |
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|
2018
Q2 | $1.07M | Buy |
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|
2018
Q1 | $776K | Buy |
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|
2017
Q4 | $391K | Sell |
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|
2017
Q3 | $367K | Buy |
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|
2017
Q2 | $232K | Sell |
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|
2017
Q1 | $243K | Sell |
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|
2016
Q4 | $277K | Buy |
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