Optimist Retirement Group’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,348
| Closed | -$220K | – | 124 |
|
|
2025
Q1 | $220K | Sell |
1,348
-26
| -2% | -$4.25K | 0.11% | 109 |
|
|
2024
Q4 | $295K | Sell |
1,374
-142
| -9% | -$30.5K | 0.14% | 63 |
|
|
2024
Q3 | $253K | Sell |
1,516
-12
| -0.8% | -$2.01K | 0.11% | 86 |
|
|
2024
Q2 | $243K | Buy |
1,528
+35
| +2% | +$5.57K | 0.13% | 73 |
|
|
2024
Q1 | $205K | Sell |
1,493
-137
| -8% | -$18.8K | 0.11% | 102 |
|
|
2023
Q4 | $201K | Buy |
+1,630
| New | +$201K | 0.13% | 70 |
|