Sunbelt Securities’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22
| Closed | -$3.9K | – | 1910 |
|
|
2024
Q2 | $3.9K | Hold |
22
| – | – | ﹤0.01% | 1442 |
|
|
2024
Q1 | $5.23K | Sell |
22
-42
| -66% | -$9.98K | ﹤0.01% | 1356 |
|
|
2023
Q4 | $12.5K | Hold |
64
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q3 | $12K | Hold |
64
| – | – | ﹤0.01% | 1110 |
|
|
2023
Q2 | $11.7K | Hold |
64
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q1 | $11.5K | Buy |
+64
| New | +$11.5K | ﹤0.01% | 1093 |
|