Ropes Wealth Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-28
| Closed | -$6K | – | 789 |
|
|
2020
Q4 | $6K | Hold |
28
| – | – | ﹤0.01% | 565 |
|
|
2020
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 572 |
|
|
2020
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 495 |
|
|
2020
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 486 |
|
|
2019
Q4 | $6K | Hold |
28
| – | – | ﹤0.01% | 497 |
|
|
2019
Q3 | $6K | Hold |
28
| – | – | ﹤0.01% | 508 |
|
|
2019
Q2 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 513 |
|