Lee Capital Asset Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.63M | Buy |
12,542
+3,800
| +43% | +$796K | 5.51% | 5 |
|
|
2019
Q3 | $1.77M | Sell |
8,742
-5,559
| -39% | -$1.12M | 2.57% | 17 |
|
|
2019
Q2 | $2.98M | Buy |
14,301
+2,500
| +21% | +$520K | 3.91% | 13 |
|
|
2019
Q1 | $2.27M | Sell |
11,801
-15,050
| -56% | -$2.89M | 3.38% | 14 |
|
|
2018
Q4 | $3.76M | Buy |
+26,851
| New | +$3.76M | 4.39% | 14 |
|