Mount Yale Investment Advisors’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,197
Closed -$477K 335
2019
Q4
$477K Sell
2,197
-247
-10% -$53.6K 0.08% 208
2019
Q3
$483K Buy
+2,444
New +$483K 0.09% 198