Winifred I. Li’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $59K | Hold |
600
| – | – | 0.06% | 260 |
|
|
2014
Q3 | $66K | Sell |
600
-420
| -41% | -$46.2K | 0.06% | 244 |
|
|
2014
Q2 | $107K | Hold |
1,020
| – | – | 0.09% | 190 |
|
|
2014
Q1 | $97K | Hold |
1,020
| – | – | 0.08% | 198 |
|
|
2013
Q4 | $101K | Hold |
1,020
| – | – | 0.09% | 186 |
|
|
2013
Q3 | $90K | Hold |
1,020
| – | – | 0.08% | 197 |
|
|
2013
Q2 | $78K | Buy |
+1,020
| New | +$78K | 0.07% | 211 |
|