LMCG Investments’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,776
| Closed | -$492K | – | 288 |
|
|
2024
Q2 | $492K | Sell |
2,776
-24
| -0.9% | -$4.25K | 0.03% | 248 |
|
|
2024
Q1 | $665K | Sell |
2,800
-1,199
| -30% | -$285K | 0.04% | 240 |
|
|
2023
Q4 | $778K | Hold |
3,999
| – | – | 0.05% | 242 |
|
|
2023
Q3 | $752K | Buy |
+3,999
| New | +$752K | 0.05% | 237 |
|