Rise Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2K | Buy |
110
+2
| +2% | +$294 | 0.01% | 667 |
|
|
2025
Q1 | $17K | Sell |
108
-13
| -11% | -$2.04K | 0.01% | 608 |
|
|
2024
Q4 | $21.2K | Hold |
121
| – | – | 0.01% | 618 |
|
|
2024
Q3 | $25.4K | Hold |
121
| – | – | 0.01% | 513 |
|
|
2024
Q2 | $21.4K | Hold |
121
| – | – | 0.01% | 596 |
|
|
2024
Q1 | $28.7K | Buy |
+121
| New | +$28.7K | 0.02% | 400 |
|