Lindbrook Capital’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.3K | Hold |
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|
2024
Q4 | $14.9K | Sell |
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|
2024
Q3 | $35K | Hold |
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|
2024
Q2 | $29.6K | Hold |
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|
2024
Q1 | $39.7K | Hold |
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|
2023
Q4 | $32.5K | Hold |
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|
2023
Q3 | $31.4K | Hold |
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|
2023
Q2 | $30.4K | Hold |
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|
2023
Q1 | $30.7K | Hold |
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|
2022
Q4 | $27.3K | Buy |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $13K | Buy |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $8K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $35K | Buy |
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $31K | Hold |
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|
2018
Q4 | $22K | Buy |
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