Watershed Asset Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $297K | Buy |
1,529
+206
| +16% | +$40.1K | 0.35% | 47 |
|
|
2023
Q3 | $249K | Buy |
+1,323
| New | +$249K | 0.29% | 99 |
|
|
2023
Q2 | – | Sell |
-1,637
| Closed | -$301K | – | 152 |
|
|
2023
Q1 | $301K | Sell |
1,637
-73
| -4% | -$13.4K | 0.37% | 19 |
|
|
2022
Q4 | $280K | Sell |
1,710
-64
| -4% | -$10.5K | 0.35% | 26 |
|
|
2022
Q3 | $225K | Buy |
+1,774
| New | +$225K | 0.29% | 77 |
|