Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-726
Closed -$134K 613
2023
Q1
$134K Sell
726
-2,061
-74% -$375K 0.01% 381
2022
Q4
$456K Buy
2,787
+2,713
+3,666% +$422K 0.04% 258
2022
Q3
$9K Sell
74
-969
-93% -$152K ﹤0.01% 1378
2022
Q2
$163K Buy
1,043
+922
+762% +$151K 0.01% 640
2022
Q1
$22K Buy
+121
New +$19.7K ﹤0.01% 1242
2021
Q4
Sell
-73
Closed -$13K 2351
2021
Q3
$13K Sell
73
-8
-10% -$1.46K ﹤0.01% 1590
2021
Q2
$16K Buy
81
+8
+11% +$1.64K ﹤0.01% 1545
2021
Q1
$15K Buy
73
+4
+6% +$844 ﹤0.01% 1501
2020
Q4
$14K Buy
69
+7
+11% +$1.18K ﹤0.01% 897
2020
Q3
$9K Hold
62
﹤0.01% 1417
2020
Q2
$10K Buy
62
+10
+19% +$1.37K ﹤0.01% 1323
2020
Q1
$5K Buy
52
+45
+643% +$8.4K ﹤0.01% 1813
2019
Q4
$1K Buy
7
+1
+17% +$201 ﹤0.01% 2179
2019
Q3
$1K Hold
6
﹤0.01% 2095
2019
Q2
$1K Buy
+6
New +$1.21K ﹤0.01% 1979

Other funds holding WEX