TD Private Client Wealth’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441 | Buy |
+3
| New | +$441 | ﹤0.01% | 1351 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$892 | – | 1297 |
|
|
2022
Q1 | $892 | Hold |
5
| – | – | ﹤0.01% | 1218 |
|
|
2021
Q4 | $702 | Sell |
5
-12
| -71% | -$1.69K | ﹤0.01% | 1095 |
|
|
2021
Q3 | $2.99K | Buy |
17
+5
| +42% | +$881 | ﹤0.01% | 997 |
|
|
2021
Q2 | $2.33K | Hold |
12
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q1 | $2.51K | Hold |
12
| – | – | ﹤0.01% | 985 |
|
|
2020
Q4 | $2.44K | Hold |
12
| – | – | ﹤0.01% | 944 |
|
|
2020
Q3 | $1.67K | Hold |
12
| – | – | ﹤0.01% | 928 |
|
|
2020
Q2 | $1.98K | Buy |
+12
| New | +$1.98K | ﹤0.01% | 913 |
|
|
2020
Q1 | – | Sell |
-18
| Closed | -$3.77K | – | 1137 |
|
|
2019
Q4 | $3.77K | Buy |
+18
| New | +$3.77K | ﹤0.01% | 844 |
|