Macroview Investment Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2
| Closed | -$420 | – | 551 |
|
|
2024
Q3 | $420 | Hold |
2
| – | – | ﹤0.01% | 545 |
|
|
2024
Q2 | $355 | Sell |
2
-7
| -78% | -$1.24K | ﹤0.01% | 547 |
|
|
2024
Q1 | $2.14K | Sell |
9
-41
| -82% | -$9.74K | ﹤0.01% | 534 |
|
|
2023
Q4 | $9.73K | Buy |
50
+33
| +194% | +$6.42K | 0.01% | 266 |
|
|
2023
Q3 | $3.2K | Sell |
17
-47
| -73% | -$8.84K | ﹤0.01% | 507 |
|
|
2023
Q2 | $11.7K | Buy |
64
+62
| +3,100% | +$11.3K | 0.02% | 227 |
|
|
2023
Q1 | $368 | Hold |
2
| – | – | ﹤0.01% | 417 |
|
|
2022
Q4 | $327 | Hold |
2
| – | – | ﹤0.01% | 427 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 529 |
|
|
2022
Q2 | – | Sell |
-77
| Closed | -$14K | – | 538 |
|
|
2022
Q1 | $14K | Buy |
+77
| New | +$14K | 0.02% | 217 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | -$3K | – | 363 |
|
|
2018
Q2 | $3K | Buy |
+18
| New | +$3K | 0.01% | 220 |
|