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Lucus Advisors’s WEX WEX Stock Holding History

Lucus Advisors’s Portfolio WEX Stock Details WEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5,137
Closed -$454K – 359
2015
Q4 		$454K Buy
5,137
+241
+5% +$21.3K 0.28% 98
2015
Q3 		$425K Buy
4,896
+365
+8% +$31.7K 0.24% 218
2015
Q2 		$516K Buy
+4,531
New +$516K 0.25% 63