NorthRock Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-867
| Closed | -$206K | – | 854 |
|
|
2024
Q1 | $206K | Sell |
867
-343
| -28% | -$81.5K | 0.01% | 574 |
|
|
2023
Q4 | $235K | Buy |
+1,210
| New | +$235K | 0.01% | 504 |
|
|
2022
Q2 | – | Sell |
-1,169
| Closed | -$209K | – | 351 |
|
|
2022
Q1 | $209K | Buy |
+1,169
| New | +$209K | 0.02% | 317 |
|