Okabena Investment Services’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-56
| Closed | -$10.5K | – | 142 |
|
|
2023
Q3 | $10.5K | Hold |
56
| – | – | 0.01% | 88 |
|
|
2023
Q2 | $10.2K | Hold |
56
| – | – | 0.01% | 135 |
|
|
2023
Q1 | $10.3K | Hold |
56
| – | – | 0.01% | 98 |
|
|
2022
Q4 | $9.16K | Sell |
56
-379
| -87% | -$62K | 0.01% | 145 |
|
|
2022
Q3 | $55K | Hold |
435
| – | – | 0.03% | 135 |
|
|
2022
Q2 | $68K | Buy |
435
+47
| +12% | +$7.35K | 0.04% | 120 |
|
|
2022
Q1 | $69K | Hold |
388
| – | – | 0.03% | 128 |
|
|
2021
Q4 | $54K | Buy |
+388
| New | +$54K | 0.02% | 150 |
|