Moneta Group Investment Advisors’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,068
Closed -$207K 475
2021
Q2
$207K Sell
1,068
-3
-0.3% -$581 0.01% 428
2021
Q1
$224K Buy
+1,071
New +$224K 0.01% 386
2015
Q4
Sell
-66
Closed -$6K 420
2015
Q3
$6K Buy
+66
New +$6K ﹤0.01% 471