Ladenburg Thalmann Financial Services’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $505K | Buy |
2,401
+201
| +9% | +$42.3K | ﹤0.01% | 1814 |
|
|
2019
Q3 | $445K | Sell |
2,200
-97
| -4% | -$19.6K | ﹤0.01% | 1856 |
|
|
2019
Q2 | $480K | Buy |
2,297
+133
| +6% | +$27.8K | ﹤0.01% | 1783 |
|
|
2019
Q1 | $418K | Buy |
2,164
+94
| +5% | +$18.2K | ﹤0.01% | 1829 |
|
|
2018
Q4 | $291K | Buy |
2,070
+324
| +19% | +$45.5K | ﹤0.01% | 1935 |
|
|
2018
Q3 | $350K | Buy |
1,746
+757
| +77% | +$152K | ﹤0.01% | 1879 |
|
|
2018
Q2 | $155K | Hold |
989
| – | – | ﹤0.01% | 2433 |
|
|
2018
Q1 | $155K | Buy |
989
+26
| +3% | +$4.08K | ﹤0.01% | 2433 |
|
|
2017
Q4 | $136K | Buy |
963
+256
| +36% | +$36.2K | ﹤0.01% | 2503 |
|
|
2017
Q3 | $79K | Sell |
707
-9
| -1% | -$1.01K | ﹤0.01% | 2758 |
|
|
2017
Q2 | $74K | Buy |
716
+42
| +6% | +$4.34K | ﹤0.01% | 2719 |
|
|
2017
Q1 | $69K | Buy |
674
+41
| +6% | +$4.2K | ﹤0.01% | 2662 |
|
|
2016
Q4 | $68K | Buy |
633
+57
| +10% | +$6.12K | ﹤0.01% | 2619 |
|
|
2016
Q3 | $62K | Buy |
576
+425
| +281% | +$45.7K | ﹤0.01% | 2630 |
|
|
2016
Q2 | $14K | Buy |
151
+40
| +36% | +$3.71K | ﹤0.01% | 3579 |
|
|
2016
Q1 | $9K | Buy |
111
+8
| +8% | +$649 | ﹤0.01% | 3778 |
|
|
2015
Q4 | $9K | Hold |
103
| – | – | ﹤0.01% | 3749 |
|
|
2015
Q3 | $9K | Buy |
103
+2
| +2% | +$175 | ﹤0.01% | 3613 |
|
|
2015
Q2 | $12K | Hold |
101
| – | – | ﹤0.01% | 3572 |
|
|
2015
Q1 | $11K | Buy |
101
+40
| +66% | +$4.36K | ﹤0.01% | 3585 |
|
|
2014
Q4 | $6K | Buy |
61
+9
| +17% | +$885 | ﹤0.01% | 3670 |
|
|
2014
Q3 | $6K | Sell |
52
-9
| -15% | -$1.04K | ﹤0.01% | 3343 |
|
|
2014
Q2 | $6K | Hold |
61
| – | – | ﹤0.01% | 3326 |
|
|
2014
Q1 | $6K | Hold |
61
| – | – | ﹤0.01% | 3208 |
|
|
2013
Q4 | $6K | Hold |
61
| – | – | ﹤0.01% | 3188 |
|
|
2013
Q3 | $6K | Sell |
61
-113
| -65% | -$11.1K | ﹤0.01% | 3101 |
|
|
2013
Q2 | $15K | Buy |
+174
| New | +$15K | ﹤0.01% | 2502 |
|