Summit Trail Advisors’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
+2,009
| New | +$318K | 0.01% | 900 |
|
|
2018
Q4 | – | Sell |
-4,139
| Closed | -$495K | – | 230 |
|
|
2018
Q3 | $495K | Buy |
4,139
+1,717
| +71% | +$205K | 0.11% | 100 |
|
|
2018
Q2 | $243K | Sell |
2,422
-7,591
| -76% | -$762K | 0.09% | 122 |
|
|
2018
Q1 | $647K | Buy |
10,013
+9,240
| +1,195% | +$597K | 0.11% | 180 |
|
|
2017
Q4 | $47K | Buy |
+773
| New | +$47K | 0.01% | 834 |
|