Los Angeles Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,733
| Closed | -$412K | – | 1287 |
|
|
2024
Q1 | $412K | Hold |
1,733
| – | – | ﹤0.01% | 925 |
|
|
2023
Q4 | $337K | Buy |
1,733
+72
| +4% | +$14K | ﹤0.01% | 980 |
|
|
2023
Q3 | $312K | Sell |
1,661
-400
| -19% | -$75.2K | ﹤0.01% | 944 |
|
|
2023
Q2 | $375K | Buy |
2,061
+616
| +43% | +$112K | ﹤0.01% | 943 |
|
|
2023
Q1 | $266K | Buy |
+1,445
| New | +$266K | ﹤0.01% | 1047 |
|
|
2021
Q2 | – | Sell |
-1,350
| Closed | -$282K | – | 1682 |
|
|
2021
Q1 | $282K | Sell |
1,350
-20
| -1% | -$4.18K | ﹤0.01% | 1452 |
|
|
2020
Q4 | $279K | Buy |
+1,370
| New | +$279K | ﹤0.01% | 1395 |
|
|
2014
Q4 | – | Sell |
-3,462
| Closed | -$382K | – | 1157 |
|
|
2014
Q3 | $382K | Sell |
3,462
-60
| -2% | -$6.62K | ﹤0.01% | 841 |
|
|
2014
Q2 | $370K | Buy |
3,522
+1,334
| +61% | +$140K | ﹤0.01% | 969 |
|
|
2014
Q1 | $208K | Buy |
+2,188
| New | +$208K | ﹤0.01% | 1179 |
|