Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,500
Closed -$266K 5975
2024
Q2
$266K Buy
+1,500
New +$306K ﹤0.01% 4081
2024
Q1
Sell
-900
Closed -$175K 6050
2023
Q4
$175K Sell
900
-200
-18% -$36.3K ﹤0.01% 3753
2023
Q3
$207K Buy
+1,100
New +$212K ﹤0.01% 3531
2023
Q2
Sell
-800
Closed -$147K 5361
2023
Q1
$147K Buy
+800
New +$146K ﹤0.01% 2696
2020
Q1
Sell
-13,300
Closed -$2.79M 1966
2019
Q4
$2.79M Buy
13,300
+8,100
+156% +$1.62M 0.61% 129
2019
Q3
$1.05M Buy
+5,200
New +$1.08M 0.69% 429

Other funds holding WEX