Sageworth Trust’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-92
| Closed | -$16.9K | – | 441 |
|
|
2023
Q1 | $16.9K | Buy |
+92
| New | +$16.9K | ﹤0.01% | 226 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$7K | – | 780 |
|
|
2021
Q4 | $7K | Sell |
50
-170
| -77% | -$23.8K | ﹤0.01% | 345 |
|
|
2021
Q3 | $39K | Hold |
220
| – | – | ﹤0.01% | 227 |
|
|
2021
Q2 | $43K | Buy |
+220
| New | +$43K | ﹤0.01% | 259 |
|