Schubert & Co’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 |
-15
| Closed | -$2.76K | – | 1508 |
|
|
2023
Q1 | $2.76K | Buy |
15
+6
| +67% | +$1.1K | ﹤0.01% | 743 |
|
|
2022
Q4 | $1.47K | Buy |
9
+1
| +13% | +$164 | ﹤0.01% | 1024 |
|
|
2022
Q3 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 1303 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1356 |
|