Principal Securities’s WEX WEX Stock Holding History

Principal Securities’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$58.5K	Sell
2025 Q1	$71K	Hold
2024 Q4	$71K	Sell
2024 Q3	$98.4K	Buy
2024 Q2	$35.8K	Buy
2024 Q1	$47.7K	Buy
2023 Q4	$30.9K	Buy