SeaCrest Wealth Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7
| Closed | -$1K | – | 1841 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 2087 |
|
|
2018
Q4 | $1K | Sell |
7
-77
| -92% | -$11K | ﹤0.01% | 2079 |
|
|
2018
Q3 | $17K | Sell |
84
-21
| -20% | -$4.25K | ﹤0.01% | 1458 |
|
|
2018
Q2 | $20K | Sell |
105
-5
| -5% | -$952 | ﹤0.01% | 1369 |
|
|
2018
Q1 | $17K | Hold |
110
| – | – | ﹤0.01% | 1394 |
|
|
2017
Q4 | $16K | Buy |
+110
| New | +$16K | ﹤0.01% | 1421 |
|