TWA
TCI Wealth Advisors’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$368 | – | 2229 |
|
|
2023
Q1 | $368 | Buy |
2
+1
| +100% | +$184 | ﹤0.01% | 2267 |
|
|
2022
Q4 | $164 | Hold |
1
| – | – | ﹤0.01% | 2357 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2614 |
|
|
2020
Q1 | – | Sell |
-28
| Closed | -$6K | – | 1771 |
|
|
2019
Q4 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 824 |
|