Placemark Investments’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $983K | Buy |
9,955
+1,069
| +12% | +$106K | 0.02% | 883 |
|
|
2014
Q3 | $979K | Buy |
8,886
+52
| +0.6% | +$5.73K | 0.02% | 885 |
|
|
2014
Q2 | $926K | Buy |
8,834
+1,014
| +13% | +$106K | 0.02% | 904 |
|
|
2014
Q1 | $742K | Sell |
7,820
-1,042
| -12% | -$98.9K | 0.01% | 941 |
|
|
2013
Q4 | $876K | Sell |
8,862
-350
| -4% | -$34.6K | 0.01% | 908 |
|
|
2013
Q3 | $810K | Sell |
9,212
-788
| -8% | -$69.3K | 0.02% | 904 |
|
|
2013
Q2 | $767K | Buy |
+10,000
| New | +$767K | 0.02% | 861 |
|