VisionPoint Advisory Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-202
| Closed | -$35.8K | – | 787 |
|
|
2024
Q2 | $35.8K | Buy |
202
+42
| +26% | +$7.44K | 0.01% | 324 |
|
|
2024
Q1 | $38K | Sell |
160
-10
| -6% | -$2.38K | 0.01% | 303 |
|
|
2023
Q4 | $33.1K | Buy |
170
+25
| +17% | +$4.86K | 0.01% | 306 |
|
|
2023
Q3 | $27.3K | Buy |
145
+62
| +75% | +$11.7K | 0.01% | 323 |
|
|
2023
Q2 | $15.1K | Buy |
+83
| New | +$15.1K | 0.01% | 340 |
|