Reilly Financial Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13K | Hold |
94
| – | – | ﹤0.01% | 669 |
|
|
2021
Q3 | $17K | Hold |
94
| – | – | ﹤0.01% | 567 |
|
|
2021
Q2 | $18K | Hold |
94
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $20K | Hold |
94
| – | – | ﹤0.01% | 545 |
|
|
2020
Q4 | $19K | Buy |
+94
| New | +$19K | ﹤0.01% | 507 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1019 |
|
|
2019
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 943 |
|