Wealthspire Advisors (Maryland)’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-121
| Closed | -$23K | – | 2074 |
|
|
2019
Q1 | $23K | Buy |
121
+69
| +133% | +$13.1K | ﹤0.01% | 1227 |
|
|
2018
Q4 | $7K | Sell |
52
-34
| -40% | -$4.58K | ﹤0.01% | 1615 |
|
|
2018
Q3 | $17K | Buy |
86
+34
| +65% | +$6.72K | ﹤0.01% | 1374 |
|
|
2018
Q2 | $10K | Hold |
52
| – | – | ﹤0.01% | 1554 |
|
|
2018
Q1 | $8K | Sell |
52
-35
| -40% | -$5.39K | ﹤0.01% | 1653 |
|
|
2017
Q4 | $12K | Hold |
87
| – | – | ﹤0.01% | 1526 |
|
|
2017
Q3 | $10K | Buy |
87
+50
| +135% | +$5.75K | ﹤0.01% | 1585 |
|
|
2017
Q2 | $4K | Buy |
37
+35
| +1,750% | +$3.78K | ﹤0.01% | 1852 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2035 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1856 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1815 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1822 |
|
|
2016
Q1 | $0 | Sell |
2
-215
| -99% | – | ﹤0.01% | 1857 |
|
|
2015
Q4 | $19K | Buy |
+217
| New | +$19K | ﹤0.01% | 993 |
|