Sutton Wealth Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.01K | Hold |
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|
2023
Q2 | $2.91K | Hold |
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|
2023
Q1 | $2.94K | Sell |
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|
2022
Q4 | $3.6K | Hold |
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|
2022
Q3 | $2.79K | Hold |
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|
2022
Q2 | $3.42K | Hold |
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|
2022
Q1 | $3.93K | Hold |
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|
2021
Q4 | $3.09K | Buy |
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|
2021
Q3 | $2.82K | Hold |
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|
2021
Q2 | $3.1K | Hold |
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|
2021
Q1 | $3.35K | Hold |
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|
2020
Q4 | $3.26K | Hold |
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|
2020
Q3 | $2.22K | Hold |
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|
2020
Q2 | $2.64K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $14.3K | Buy |
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