Personal Wealth Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-24
| Closed | -$5K | – | 394 |
|
|
2021
Q2 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 320 |
|
|
2020
Q1 | – | Sell |
-24
| Closed | -$5K | – | 621 |
|
|
2019
Q4 | $5K | Hold |
24
| – | – | ﹤0.01% | 280 |
|
|
2019
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 278 |
|
|
2019
Q2 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 243 |
|