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Montag & Associates’s WEX WEX Stock Holding History

Montag & Associates’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,545
Closed -$750K – 321
2020
Q2 		$750K Buy
+4,545
New +$750K 0.07% 192