Turner Investments’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,830
| Closed | -$411K | – | 391 |
|
|
2015
Q1 | $411K | Sell |
3,830
-6,090
| -61% | -$654K | 0.07% | 244 |
|
|
2014
Q4 | $981K | Sell |
9,920
-37,200
| -79% | -$3.68M | 0.12% | 273 |
|
|
2014
Q3 | $5.2M | Buy |
47,120
+19,610
| +71% | +$2.16M | 0.31% | 98 |
|
|
2014
Q2 | $2.89M | Buy |
+27,510
| New | +$2.89M | 0.13% | 218 |
|
|
2014
Q1 | – | Sell |
-166,601
| Closed | -$16.5M | – | 715 |
|
|
2013
Q4 | $16.5M | Sell |
166,601
-58,899
| -26% | -$5.83M | 0.29% | 117 |
|
|
2013
Q3 | $19.8M | Sell |
225,500
-230,880
| -51% | -$20.3M | 0.33% | 97 |
|
|
2013
Q2 | $35M | Buy |
+456,380
| New | +$35M | 0.47% | 48 |
|