Vigilant Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18K | Hold |
100
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $18K | Sell |
100
-23
| -19% | -$4.14K | ﹤0.01% | 352 |
|
|
2022
Q4 | $20K | Hold |
123
| – | – | ﹤0.01% | 347 |
|
|
2022
Q3 | $16K | Sell |
123
-27
| -18% | -$3.51K | ﹤0.01% | 417 |
|
|
2022
Q2 | $23K | Hold |
150
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $27K | Hold |
150
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $21K | Hold |
150
| – | – | ﹤0.01% | 400 |
|
|
2021
Q3 | $26K | Buy |
150
+50
| +50% | +$8.67K | ﹤0.01% | 331 |
|
|
2021
Q2 | $19K | Hold |
100
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $21K | Hold |
100
| – | – | ﹤0.01% | 296 |
|
|
2020
Q4 | $20K | Hold |
100
| – | – | ﹤0.01% | 276 |
|
|
2020
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 296 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 257 |
|
|
2020
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2019
Q4 | $21K | Hold |
100
| – | – | ﹤0.01% | 390 |
|
|
2019
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 317 |
|
|
2019
Q2 | $21K | Hold |
100
| – | – | ﹤0.01% | 318 |
|
|
2019
Q1 | $19K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 352 |
|
|
2018
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2018
Q2 | $19K | Sell |
100
-63
| -39% | -$12K | ﹤0.01% | 365 |
|
|
2018
Q1 | $26K | Buy |
163
+63
| +63% | +$10K | ﹤0.01% | 289 |
|
|
2017
Q4 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 321 |
|
|
2016
Q3 | – | Sell |
-25
| Closed | -$2K | – | 373 |
|
|
2016
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 374 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$9K | – | 288 |
|
|
2015
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 245 |
|