Proficio Capital Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-23
| Closed | -$5K | – | 1541 |
|
|
2019
Q2 | $5K | Buy |
23
+6
| +35% | +$1.3K | ﹤0.01% | 1238 |
|
|
2019
Q1 | $3K | Buy |
17
+8
| +89% | +$1.41K | ﹤0.01% | 1288 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1149 |
|
|
2018
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 1104 |
|
|
2018
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 1145 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1238 |
|
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1233 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1230 |
|
|
2017
Q2 | $1K | Sell |
9
-32
| -78% | -$3.56K | ﹤0.01% | 1230 |
|
|
2017
Q1 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 1044 |
|