Truvestments Capital’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.7K | Sell |
386
-67
| -15% | -$9.84K | 0.01% | 381 |
|
|
2025
Q1 | $71.1K | Sell |
453
-1,233
| -73% | -$194K | 0.02% | 337 |
|
|
2024
Q4 | $296K | Buy |
1,686
+78
| +5% | +$13.7K | 0.08% | 178 |
|
|
2024
Q3 | $337K | Sell |
1,608
-314
| -16% | -$65.9K | 0.09% | 164 |
|
|
2024
Q2 | $340K | Buy |
1,922
+103
| +6% | +$18.2K | 0.14% | 154 |
|
|
2024
Q1 | $432K | Buy |
1,819
+271
| +18% | +$64.4K | 0.17% | 129 |
|
|
2023
Q4 | $301K | Buy |
1,548
+47
| +3% | +$9.14K | 0.14% | 166 |
|
|
2023
Q3 | $282K | Buy |
1,501
+16
| +1% | +$3.01K | 0.15% | 134 |
|
|
2023
Q2 | $270K | Sell |
1,485
-1
| -0.1% | -$182 | 0.13% | 141 |
|
|
2023
Q1 | $273K | Buy |
1,486
+443
| +42% | +$81.5K | 0.15% | 125 |
|
|
2022
Q4 | $171K | Buy |
+1,043
| New | +$171K | 0.1% | 173 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$1K | – | 556 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 556 |
|