Weld Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,499
| Closed | -$889K | – | 652 |
|
|
2020
Q1 | $889K | Buy |
8,499
+7,130
| +521% | +$746K | 0.45% | 55 |
|
|
2019
Q4 | $287K | Buy |
+1,369
| New | +$287K | 0.06% | 482 |
|
|
2019
Q1 | – | Sell |
-1,937
| Closed | -$271K | – | 897 |
|
|
2018
Q4 | $271K | Buy |
+1,937
| New | +$271K | 0.06% | 518 |
|