Rothschild Investment LLC’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10
| Closed | -$1.75K | – | 3101 |
|
|
2024
Q4 | $1.75K | Sell |
10
-5
| -33% | -$877 | ﹤0.01% | 1887 |
|
|
2024
Q3 | $3.15K | Sell |
15
-104
| -87% | -$21.8K | ﹤0.01% | 1483 |
|
|
2024
Q2 | $21.1K | Buy |
119
+1
| +0.8% | +$177 | ﹤0.01% | 959 |
|
|
2024
Q1 | $28K | Hold |
118
| – | – | ﹤0.01% | 847 |
|
|
2023
Q4 | $23K | Buy |
+118
| New | +$23K | ﹤0.01% | 821 |
|