SWM
SVA Wealth Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.86M | Sell |
9,159
-1,807
| -16% | -$368K | 0.16% | 104 |
|
|
2020
Q3 | $1.52M | Sell |
10,966
-88
| -0.8% | -$12.2K | 0.15% | 107 |
|
|
2020
Q2 | $1.82M | Sell |
11,054
-1,400
| -11% | -$231K | 0.19% | 95 |
|
|
2020
Q1 | $1.3M | Sell |
12,454
-304
| -2% | -$31.8K | 0.15% | 110 |
|
|
2019
Q4 | $2.67M | Sell |
12,758
-236
| -2% | -$49.4K | 0.24% | 81 |
|
|
2019
Q3 | $2.63M | Sell |
12,994
-4
| -0% | -$808 | 0.26% | 79 |
|
|
2019
Q2 | $2.71M | Sell |
12,998
-11,596
| -47% | -$2.41M | 0.27% | 78 |
|
|
2019
Q1 | $4.72M | Buy |
24,594
+600
| +3% | +$115K | 0.46% | 54 |
|
|
2018
Q4 | $3.36M | Buy |
23,994
+4,400
| +22% | +$616K | 0.38% | 62 |
|
|
2018
Q3 | $3.93M | Buy |
19,594
+3,144
| +19% | +$631K | 0.4% | 59 |
|
|
2018
Q2 | $3.13M | Buy |
16,450
+2,137
| +15% | +$407K | 0.34% | 65 |
|
|
2018
Q1 | $1.61M | Sell |
14,313
-1,626
| -10% | -$182K | 0.2% | 101 |
|
|
2017
Q4 | $2.25M | Buy |
15,939
+1,626
| +11% | +$230K | 0.26% | 86 |
|
|
2017
Q3 | $1.61M | Buy |
+14,313
| New | +$1.61M | 0.2% | 101 |
|