Lindbrook Capital’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.3K | Hold |
85
| – | – | ﹤0.01% | 1533 |
|
|
2024
Q4 | $14.9K | Sell |
85
-82
| -49% | -$14.4K | ﹤0.01% | 1444 |
|
|
2024
Q3 | $35K | Hold |
167
| – | – | ﹤0.01% | 986 |
|
|
2024
Q2 | $29.6K | Hold |
167
| – | – | ﹤0.01% | 1027 |
|
|
2024
Q1 | $39.7K | Hold |
167
| – | – | ﹤0.01% | 878 |
|
|
2023
Q4 | $32.5K | Hold |
167
| – | – | ﹤0.01% | 942 |
|
|
2023
Q3 | $31.4K | Hold |
167
| – | – | ﹤0.01% | 854 |
|
|
2023
Q2 | $30.4K | Hold |
167
| – | – | ﹤0.01% | 892 |
|
|
2023
Q1 | $30.7K | Hold |
167
| – | – | ﹤0.01% | 876 |
|
|
2022
Q4 | $27.3K | Buy |
167
+77
| +86% | +$12.6K | ﹤0.01% | 924 |
|
|
2022
Q3 | $11K | Hold |
90
| – | – | ﹤0.01% | 1303 |
|
|
2022
Q2 | $14K | Hold |
90
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q1 | $16K | Hold |
90
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q4 | $13K | Buy |
90
+82
| +1,025% | +$11.8K | ﹤0.01% | 1184 |
|
|
2021
Q3 | $1K | Sell |
8
-30
| -79% | -$3.75K | ﹤0.01% | 1799 |
|
|
2021
Q2 | $7K | Hold |
38
| – | – | ﹤0.01% | 1214 |
|
|
2021
Q1 | $8K | Hold |
38
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q4 | $8K | Buy |
38
+15
| +65% | +$3.16K | ﹤0.01% | 1017 |
|
|
2020
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 1321 |
|
|
2020
Q2 | $4K | Buy |
23
+15
| +188% | +$2.61K | ﹤0.01% | 1212 |
|
|
2020
Q1 | $1K | Sell |
8
-164
| -95% | -$20.5K | ﹤0.01% | 1592 |
|
|
2019
Q4 | $36K | Hold |
172
| – | – | 0.01% | 547 |
|
|
2019
Q3 | $35K | Buy |
172
+10
| +6% | +$2.04K | 0.01% | 532 |
|
|
2019
Q2 | $33K | Hold |
162
| – | – | 0.01% | 548 |
|
|
2019
Q1 | $31K | Hold |
162
| – | – | 0.01% | 549 |
|
|
2018
Q4 | $22K | Buy |
+162
| New | +$22K | 0.01% | 583 |
|