Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,691
Closed -$863K 736
2023
Q1
$863K Buy
4,691
+3,375
+256% +$615K 0.19% 168
2022
Q4
$215K Sell
1,316
-416
-24% -$64.8K 0.04% 531
2022
Q3
$220K Buy
+1,732
New +$272K 0.05% 480
2022
Q1
Sell
-2,355
Closed -$331K 558
2021
Q4
$331K Buy
+2,355
New +$360K 0.09% 298
2020
Q3
Sell
-1,346
Closed -$222K 626
2020
Q2
$222K Buy
+1,346
New +$185K 0.05% 467
2020
Q1
Sell
-1,009
Closed -$211K 509
2019
Q4
$211K Sell
1,009
-725
-42% -$145K 0.06% 501
2019
Q3
$350K Buy
+1,734
New +$359K 0.09% 341

Other funds holding WEX