Sowell Financial Services’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,172
| Closed | -$630K | – | 2732 |
|
|
2021
Q1 | $630K | Sell |
3,172
-95
| -3% | -$18.9K | 0.02% | 560 |
|
|
2020
Q4 | $665K | Sell |
3,267
-128
| -4% | -$26.1K | 0.03% | 439 |
|
|
2020
Q3 | $472K | Sell |
3,395
-844
| -20% | -$117K | 0.02% | 482 |
|
|
2020
Q2 | $699K | Sell |
4,239
-328
| -7% | -$54.1K | 0.04% | 363 |
|
|
2020
Q1 | $477K | Buy |
4,567
+2,484
| +119% | +$259K | 0.04% | 409 |
|
|
2019
Q4 | $436K | Buy |
2,083
+164
| +9% | +$34.3K | 0.03% | 488 |
|
|
2019
Q3 | $388K | Buy |
+1,919
| New | +$388K | 0.03% | 473 |
|
|
2019
Q1 | $392K | Hold |
2,044
| – | – | 0.04% | 391 |
|
|
2018
Q4 | $286K | Hold |
2,044
| – | – | 0.04% | 397 |
|
|
2018
Q3 | $410K | Buy |
+2,044
| New | +$410K | 0.06% | 229 |
|