Seelaus Asset Management’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 |
-1,091
| Closed | -$259K | – | 193 |
|
|
2024
Q1 | $259K | Sell |
1,091
-850
| -44% | -$202K | 0.26% | 131 |
|
|
2023
Q4 | $378K | Sell |
1,941
-642
| -25% | -$125K | 0.37% | 92 |
|
|
2023
Q3 | $486K | Sell |
2,583
-1,917
| -43% | -$361K | 0.55% | 57 |
|
|
2023
Q2 | $819K | Sell |
4,500
-450
| -9% | -$81.9K | 0.64% | 44 |
|
|
2023
Q1 | $947K | Buy |
4,950
+660
| +15% | +$126K | 0.71% | 36 |
|
|
2022
Q4 | $702K | Buy |
+4,290
| New | +$702K | 0.53% | 59 |
|