Vontobel Holding’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,357
| Closed | -$322K | – | 1157 |
|
|
2024
Q1 | $322K | Sell |
1,357
-279
| -17% | -$66.3K | ﹤0.01% | 889 |
|
|
2023
Q4 | $318K | Sell |
1,636
-164
| -9% | -$31.9K | ﹤0.01% | 910 |
|
|
2023
Q3 | $339K | Sell |
1,800
-1,110
| -38% | -$209K | ﹤0.01% | 869 |
|
|
2023
Q2 | $530K | Buy |
+2,910
| New | +$530K | ﹤0.01% | 777 |
|