Sheets Smith Wealth Management’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,535
Closed -$527K 332
2019
Q4
$527K Sell
2,535
-28
-1% -$5.82K 0.1% 207
2019
Q3
$518K Buy
+2,563
New +$518K 0.11% 187
2018
Q4
Sell
-2,819
Closed -$566K 324
2018
Q3
$566K Buy
+2,819
New +$566K 0.12% 197