WhitTier Trust Company’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-80
| Closed | -$14K | – | 1120 |
|
|
2021
Q3 | $14K | Hold |
80
| – | – | ﹤0.01% | 894 |
|
|
2021
Q2 | $16K | Hold |
80
| – | – | ﹤0.01% | 821 |
|
|
2021
Q1 | $17K | Hold |
80
| – | – | ﹤0.01% | 801 |
|
|
2020
Q4 | $16K | Buy |
+80
| New | +$16K | ﹤0.01% | 781 |
|
|
2014
Q1 | – | Sell |
-145
| Closed | -$14K | – | 932 |
|
|
2013
Q4 | $14K | Hold |
145
| – | – | ﹤0.01% | 740 |
|
|
2013
Q3 | $13K | Hold |
145
| – | – | ﹤0.01% | 728 |
|
|
2013
Q2 | $11K | Buy |
+145
| New | +$11K | ﹤0.01% | 738 |
|