Salem Investment Counselors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40
| Closed | -$9.5K | – | 1214 |
|
|
2024
Q1 | $9.5K | Hold |
40
| – | – | ﹤0.01% | 845 |
|
|
2023
Q4 | $7.78K | Hold |
40
| – | – | ﹤0.01% | 856 |
|
|
2023
Q3 | $7.52K | Buy |
+40
| New | +$7.52K | ﹤0.01% | 841 |
|
|
2017
Q1 | – | Sell |
-32
| Closed | -$4K | – | 688 |
|
|
2016
Q4 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 563 |
|