Sutton Wealth Advisors’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.01K | Hold |
16
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $2.91K | Hold |
16
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $2.94K | Sell |
16
-6
| -27% | -$1.1K | ﹤0.01% | 589 |
|
|
2022
Q4 | $3.6K | Hold |
22
| – | – | ﹤0.01% | 1138 |
|
|
2022
Q3 | $2.79K | Hold |
22
| – | – | ﹤0.01% | 1147 |
|
|
2022
Q2 | $3.42K | Hold |
22
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q1 | $3.93K | Hold |
22
| – | – | ﹤0.01% | 1109 |
|
|
2021
Q4 | $3.09K | Buy |
22
+6
| +38% | +$842 | ﹤0.01% | 1141 |
|
|
2021
Q3 | $2.82K | Hold |
16
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q2 | $3.1K | Hold |
16
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q1 | $3.35K | Hold |
16
| – | – | ﹤0.01% | 1068 |
|
|
2020
Q4 | $3.26K | Hold |
16
| – | – | ﹤0.01% | 1044 |
|
|
2020
Q3 | $2.22K | Hold |
16
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q2 | $2.64K | Buy |
+16
| New | +$2.64K | ﹤0.01% | 1023 |
|
|
2018
Q3 | – | Sell |
-75
| Closed | -$14.3K | – | 1168 |
|
|
2018
Q2 | $14.3K | Buy |
+75
| New | +$14.3K | 0.01% | 727 |
|