Piedmont 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
Q2 | – | Sell |
-7,027
| Closed | -$735K | – | 693 |
|
|
2020
Q1 | $735K | Buy |
7,027
+567
| +9% | +$59.3K | 0.03% | 350 |
|
|
2019
Q4 | $1.35M | Sell |
6,460
-578
| -8% | -$121K | 0.05% | 269 |
|
|
2019
Q3 | $1.42M | Sell |
7,038
-288
| -4% | -$58.2K | 0.06% | 247 |
|
|
2019
Q2 | $1.53M | Buy |
7,326
+3,189
| +77% | +$664K | 0.06% | 238 |
|
|
2019
Q1 | $794K | Sell |
4,137
-14
| -0.3% | -$2.69K | 0.03% | 353 |
|
|
2018
Q4 | $581K | Buy |
4,151
+1,152
| +38% | +$161K | 0.03% | 407 |
|
|
2018
Q3 | $602K | Sell |
2,999
-6
| -0.2% | -$1.2K | 0.03% | 447 |
|
|
2018
Q2 | $572K | Buy |
+3,005
| New | +$572K | 0.03% | 404 |
|