One Wealth Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-451
| Closed | -$73.8K | – | 601 |
|
|
2022
Q4 | $73.8K | Buy |
+451
| New | +$73.8K | 0.02% | 339 |
|
|
2019
Q2 | – | Sell |
-71
| Closed | -$14K | – | 491 |
|
|
2019
Q1 | $14K | Buy |
+71
| New | +$14K | 0.01% | 296 |
|
|
2018
Q4 | – | Sell |
-202
| Closed | -$41K | – | 473 |
|
|
2018
Q3 | $41K | Sell |
202
-485
| -71% | -$98.4K | 0.03% | 278 |
|
|
2018
Q2 | $131K | Buy |
+687
| New | +$131K | 0.1% | 164 |
|
|
2018
Q1 | – | Sell |
-1,706
| Closed | -$241K | – | 592 |
|
|
2017
Q4 | $241K | Buy |
+1,706
| New | +$241K | 0.2% | 87 |
|