Mount Yale Investment Advisors’s WEX WEX Stock Holding History

Mount Yale Investment Advisors’s Portfolio WEX Stock Details WEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$240K	Buy
2020 Q1	–	Sell
2019 Q4	$477K	Sell
2019 Q3	$483K	Buy