USA Financial Formulas’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,594
| Closed | -$922K | – | 358 |
|
|
2018
Q4 | $922K | Sell |
4,594
-61
| -1% | -$12.2K | 0.23% | 79 |
|
|
2018
Q3 | $887K | Sell |
4,655
-727
| -14% | -$139K | 0.22% | 74 |
|
|
2018
Q2 | $843K | Sell |
5,382
-38
| -0.7% | -$5.95K | 0.2% | 93 |
|
|
2018
Q1 | $849K | Buy |
+5,420
| New | +$849K | 0.2% | 93 |
|
|
2017
Q1 | – | Sell |
-3,498
| Closed | -$390K | – | 349 |
|
|
2016
Q4 | $390K | Buy |
+3,498
| New | +$390K | 0.1% | 179 |
|