Tradewinds Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-48
| Closed | -$9K | – | 812 |
|
|
2022
Q1 | $9K | Hold |
48
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $7K | Hold |
48
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $8K | Hold |
48
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $9K | Hold |
48
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $10K | Hold |
48
| – | – | ﹤0.01% | 464 |
|
|
2020
Q4 | $10K | Hold |
48
| – | – | ﹤0.01% | 428 |
|
|
2020
Q3 | $7K | Hold |
48
| – | – | ﹤0.01% | 449 |
|
|
2020
Q2 | $8K | Hold |
48
| – | – | ﹤0.01% | 430 |
|
|
2020
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 462 |
|
|
2019
Q4 | $10K | Hold |
48
| – | – | ﹤0.01% | 426 |
|
|
2019
Q3 | $10K | Hold |
48
| – | – | ﹤0.01% | 382 |
|
|
2019
Q2 | $10K | Hold |
48
| – | – | ﹤0.01% | 378 |
|
|
2019
Q1 | $9K | Hold |
48
| – | – | ﹤0.01% | 402 |
|
|
2018
Q4 | $7K | Hold |
48
| – | – | ﹤0.01% | 434 |
|
|
2018
Q3 | $10K | Hold |
48
| – | – | ﹤0.01% | 419 |
|
|
2018
Q2 | $9K | Hold |
48
| – | – | ﹤0.01% | 427 |
|
|
2018
Q1 | $8K | Hold |
48
| – | – | ﹤0.01% | 431 |
|
|
2017
Q4 | $7K | Hold |
48
| – | – | ﹤0.01% | 470 |
|
|
2017
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 497 |
|
|
2017
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 492 |
|
|
2017
Q1 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 500 |
|