Waldron Private Wealth’s WEX WEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,816	Closed	-$548K	–	452
2023 Q4	$548K	Sell	2,816 -25	-0.9%	-$4.86K	0.03%	221
2023 Q3	$534K	Hold	2,841	–	–	0.03%	219
2023 Q2	$517K	Hold	2,841	–	–	0.03%	222
2023 Q1	$522K	Buy	+2,841	New	+$522K	0.03%	245