United Capital Financial Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,044
| Closed | -$219K | – | 1100 |
|
|
2024
Q3 | $219K | Buy |
+1,044
| New | +$219K | ﹤0.01% | 983 |
|
|
2024
Q2 | – | Sell |
-1,180
| Closed | -$280K | – | 1111 |
|
|
2024
Q1 | $280K | Sell |
1,180
-85
| -7% | -$20.2K | ﹤0.01% | 896 |
|
|
2023
Q4 | $246K | Buy |
+1,265
| New | +$246K | ﹤0.01% | 936 |
|
|
2019
Q4 | – | Sell |
-392
| Closed | -$79K | – | 1409 |
|
|
2019
Q3 | $79K | Buy |
+392
| New | +$79K | ﹤0.01% | 1238 |
|