Wealthcare Advisory Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-40
| Closed | -$8K | – | 1868 |
|
|
2021
Q1 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 1536 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$4K | – | 1360 |
|
|
2020
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 1187 |
|
|
2019
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 1016 |
|
|
2019
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 984 |
|
|
2019
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 969 |
|
|
2019
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 881 |
|
|
2018
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 907 |
|