SVA Wealth Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.86M | Sell |
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|
2020
Q3 | $1.52M | Sell |
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|
2020
Q2 | $1.82M | Sell |
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|
2020
Q1 | $1.3M | Sell |
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|
2019
Q4 | $2.67M | Sell |
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|
2019
Q3 | $2.63M | Sell |
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|
2019
Q2 | $2.71M | Sell |
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|
2019
Q1 | $4.72M | Buy |
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|
2018
Q4 | $3.36M | Buy |
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|
2018
Q3 | $3.93M | Buy |
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|
2018
Q2 | $3.13M | Buy |
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|
2018
Q1 | $1.61M | Sell |
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|
2017
Q4 | $2.25M | Buy |
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|
2017
Q3 | $1.61M | Buy |
|