Valeo Financial Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$21K | – | 1720 |
|
|
2021
Q1 | $21K | Hold |
100
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q4 | $20K | Hold |
100
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q3 | $14K | Sell |
100
-10
| -9% | -$1.4K | ﹤0.01% | 975 |
|
|
2020
Q2 | $18K | Sell |
110
-4
| -4% | -$655 | ﹤0.01% | 1043 |
|
|
2020
Q1 | $14K | Buy |
114
+14
| +14% | +$1.72K | ﹤0.01% | 952 |
|
|
2019
Q4 | $21K | Hold |
100
| – | – | ﹤0.01% | 906 |
|
|
2019
Q3 | $20K | Buy |
+100
| New | +$20K | ﹤0.01% | 843 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1734 |
|
|
2018
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1686 |
|