Optimum 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
Q4 | – | Sell |
-100
| Closed | -$14K | – | 947 |
|
|
2020
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 653 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | 0.01% | 633 |
|
|
2020
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 684 |
|
|
2019
Q4 | $21K | Hold |
100
| – | – | 0.01% | 667 |
|
|
2019
Q3 | $20K | Hold |
100
| – | – | 0.01% | 684 |
|
|
2019
Q2 | $21K | Hold |
100
| – | – | 0.01% | 667 |
|
|
2019
Q1 | $19K | Hold |
100
| – | – | 0.01% | 704 |
|
|
2018
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 715 |
|
|
2018
Q3 | $20K | Hold |
100
| – | – | 0.01% | 738 |
|
|
2018
Q2 | $19K | Hold |
100
| – | – | 0.01% | 745 |
|
|
2018
Q1 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 751 |
|
|
2015
Q1 | $21K | Hold |
200
| – | – | 0.01% | 679 |
|
|
2014
Q4 | $20K | Hold |
200
| – | – | 0.01% | 718 |
|
|
2014
Q3 | $22K | Sell |
200
-100
| -33% | -$11K | 0.01% | 626 |
|
|
2014
Q2 | $31K | Hold |
300
| – | – | 0.01% | 583 |
|
|
2014
Q1 | $29K | Hold |
300
| – | – | 0.01% | 456 |
|
|
2013
Q4 | $30K | Hold |
300
| – | – | 0.01% | 458 |
|
|
2013
Q3 | $26K | Buy |
+300
| New | +$26K | 0.01% | 455 |
|