Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,377
Closed -$253K 634
2023
Q1
$253K Buy
1,377
+102
+8% +$18.6K 0.04% 436
2022
Q4
$209K Buy
+1,275
New +$198K 0.04% 472
2021
Q3
Sell
-1,255
Closed -$243K 572
2021
Q2
$243K Sell
1,255
-1,788
-59% -$367K 0.07% 361
2021
Q1
$637K Buy
+3,043
New +$642K 0.2% 152
2020
Q4
Sell
-3,633
Closed -$505K 516
2020
Q3
$505K Buy
+3,633
New +$569K 0.21% 165
2020
Q2
Sell
-78
Closed -$8K 592
2020
Q1
$8K Buy
+78
New +$14.6K 0.02% 398
2019
Q2
Sell
-1,316
Closed -$252K 478
2019
Q1
$252K Buy
1,316
+1,270
+2,761% +$215K 0.63% 14
2018
Q4
$6K Buy
+46
New +$7.57K 0.03% 694

Other funds holding WEX