Luther King Capital Management (LKCM)’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,820
| Closed | -$419K | – | 552 |
|
|
2015
Q3 | $419K | Hold |
4,820
| – | – | ﹤0.01% | 434 |
|
|
2015
Q2 | $549K | Sell |
4,820
-200
| -4% | -$22.8K | ﹤0.01% | 418 |
|
|
2015
Q1 | $539K | Sell |
5,020
-903
| -15% | -$97K | ﹤0.01% | 425 |
|
|
2014
Q4 | $586K | Hold |
5,923
| – | – | ﹤0.01% | 421 |
|
|
2014
Q3 | $653K | Sell |
5,923
-777
| -12% | -$85.7K | 0.01% | 425 |
|
|
2014
Q2 | $703K | Buy |
6,700
+3,300
| +97% | +$346K | 0.01% | 418 |
|
|
2014
Q1 | $323K | Buy |
+3,400
| New | +$323K | ﹤0.01% | 474 |
|