Mitchell & Pahl Private Wealth’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,015
Closed -$212K 158
2021
Q1
$212K Hold
1,015
0.16% 143
2020
Q4
$207K Buy
+1,015
New +$207K 0.17% 138