Magnus Financial Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,623
| Closed | -$268K | – | 634 |
|
|
2020
Q2 | $268K | Sell |
1,623
-348
| -18% | -$57.5K | 0.03% | 416 |
|
|
2020
Q1 | $206K | Buy |
1,971
+127
| +7% | +$13.3K | 0.03% | 454 |
|
|
2019
Q4 | $386K | Hold |
1,844
| – | – | 0.06% | 211 |
|
|
2019
Q3 | $373K | Hold |
1,844
| – | – | 0.07% | 175 |
|
|
2019
Q2 | $384K | Hold |
1,844
| – | – | 0.07% | 165 |
|
|
2019
Q1 | $354K | Buy |
1,844
+44
| +2% | +$8.45K | 0.07% | 183 |
|
|
2018
Q4 | $252K | Buy |
+1,800
| New | +$252K | 0.07% | 255 |
|