WealthTrust-Arizona’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $32K | Hold |
226
| – | – | 0.02% | 199 |
|
|
2018
Q3 | $45K | Buy |
226
+8
| +4% | +$1.59K | 0.02% | 175 |
|
|
2018
Q2 | $42K | Hold |
218
| – | – | 0.02% | 173 |
|
|
2018
Q1 | $34K | Sell |
218
-8
| -4% | -$1.25K | 0.02% | 207 |
|
|
2017
Q4 | $32K | Buy |
+226
| New | +$32K | 0.02% | 218 |
|
|
2015
Q3 | – | Sell |
-25
| Closed | -$3K | – | 637 |
|
|
2015
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 553 |
|
|
2015
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 563 |
|
|
2014
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 562 |
|
|
2014
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 539 |
|
|
2014
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 532 |
|
|
2014
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 592 |
|
|
2013
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 578 |
|
|
2013
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 568 |
|
|
2013
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 540 |
|