Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-24,800
Closed -$4.81M 227
2021
Q2
$4.81M Buy
24,800
+3,000
+14% +$615K 0.59% 67
2021
Q1
$4.56M Sell
21,800
-13,200
-38% -$2.79M 0.87% 67
2020
Q4
$7.12M Buy
35,000
+24,000
+218% +$4.04M 1.06% 34
2020
Q3
$1.53M Buy
11,000
+300
+3% +$47K 0.23% 87
2020
Q2
$1.77M Buy
+10,700
New +$1.47M 0.25% 77
2020
Q1
Hold
0
115
2019
Q4
Hold
0
106
2018
Q4
Sell
-42,000
Closed -$8.43M 92
2018
Q3
$8.43M Buy
+42,000
New +$8.05M 3.37% 25
2018
Q1
Sell
-31,800
Closed -$4.49M 94
2017
Q4
$4.49M Buy
+31,800
New +$3.98M 2.21% 29

Other funds holding WEX