Smartleaf Asset Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
95
-204
| -68% | -$30K | ﹤0.01% | 1703 |
|
|
2025
Q1 | $46.2K | Sell |
299
-28
| -9% | -$4.33K | ﹤0.01% | 1189 |
|
|
2024
Q4 | $55.8K | Buy |
327
+66
| +25% | +$11.3K | 0.01% | 1129 |
|
|
2024
Q3 | $54.6K | Buy |
261
+97
| +59% | +$20.3K | 0.01% | 887 |
|
|
2024
Q2 | $28.6K | Buy |
164
+129
| +369% | +$22.5K | ﹤0.01% | 897 |
|
|
2024
Q1 | $8.19K | Buy |
35
+8
| +30% | +$1.87K | ﹤0.01% | 1064 |
|
|
2023
Q4 | $4.91K | Buy |
+27
| New | +$4.91K | ﹤0.01% | 870 |
|