Parkside Financial Bank & Trust’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3K | Buy |
458
+381
| +495% | +$56K | 0.01% | 791 |
|
|
2025
Q1 | $12.1K | Buy |
77
+27
| +54% | +$4.24K | ﹤0.01% | 1337 |
|
|
2024
Q4 | $8.77K | Buy |
50
+16
| +47% | +$2.81K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $7.13K | Sell |
34
-2
| -6% | -$419 | ﹤0.01% | 1349 |
|
|
2024
Q2 | $6.38K | Buy |
36
+6
| +20% | +$1.06K | ﹤0.01% | 1305 |
|
|
2024
Q1 | $7.13K | Hold |
30
| – | – | ﹤0.01% | 1261 |
|
|
2023
Q4 | $5.84K | Hold |
30
| – | – | ﹤0.01% | 1268 |
|
|
2023
Q3 | $5.64K | Hold |
30
| – | – | ﹤0.01% | 1321 |
|
|
2023
Q2 | $5.46K | Hold |
30
| – | – | ﹤0.01% | 1335 |
|
|
2023
Q1 | $5.52K | Hold |
30
| – | – | ﹤0.01% | 1326 |
|
|
2022
Q4 | $4.91K | Hold |
30
| – | – | ﹤0.01% | 1328 |
|
|
2022
Q3 | $4K | Buy |
30
+2
| +7% | +$267 | ﹤0.01% | 1350 |
|
|
2022
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 1268 |
|
|
2022
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 1329 |
|
|
2021
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 1437 |
|
|
2021
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1860 |
|
|
2021
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1684 |
|
|
2020
Q3 | – | Sell |
-42
| Closed | -$7K | – | 1665 |
|
|
2020
Q2 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 873 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1672 |
|
|
2019
Q4 | $1K | Sell |
5
-117
| -96% | -$23.4K | ﹤0.01% | 1495 |
|
|
2019
Q3 | $25K | Hold |
122
| – | – | 0.01% | 565 |
|
|
2019
Q2 | $25K | Hold |
122
| – | – | 0.01% | 571 |
|
|
2019
Q1 | $23K | Buy |
122
+22
| +22% | +$4.15K | 0.01% | 567 |
|
|
2018
Q4 | $14K | Buy |
100
+11
| +12% | +$1.54K | 0.01% | 667 |
|
|
2018
Q3 | $18K | Hold |
89
| – | – | 0.01% | 637 |
|
|
2018
Q2 | $17K | Buy |
89
+25
| +39% | +$4.78K | 0.01% | 634 |
|
|
2018
Q1 | $10K | Buy |
+64
| New | +$10K | ﹤0.01% | 736 |
|