Prospera Financial Services’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,699
| Closed | -$1.23M | – | 964 |
|
|
2022
Q3 | $1.23M | Sell |
9,699
-175
| -2% | -$22.2K | 0.06% | 324 |
|
|
2022
Q2 | $1.54M | Sell |
9,874
-661
| -6% | -$103K | 0.08% | 286 |
|
|
2022
Q1 | $1.88M | Buy |
+10,535
| New | +$1.88M | 0.08% | 285 |
|
|
2020
Q4 | – | Sell |
-175
| Closed | -$24K | – | 1579 |
|
|
2020
Q3 | $24K | Buy |
+175
| New | +$24K | 0.01% | 855 |
|