Yarbrough Capital’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,318
| Closed | -$451K | – | 210 |
|
|
2023
Q4 | $451K | Hold |
2,318
| – | – | 0.02% | 143 |
|
|
2023
Q3 | $436K | Hold |
2,318
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $422K | Hold |
2,318
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $426K | Hold |
2,318
| – | – | 0.03% | 137 |
|
|
2022
Q4 | $379K | Hold |
2,318
| – | – | 0.03% | 123 |
|
|
2022
Q3 | $294K | Hold |
2,318
| – | – | 0.02% | 160 |
|
|
2022
Q2 | $361K | Sell |
2,318
-483
| -17% | -$75.2K | 0.03% | 132 |
|
|
2022
Q1 | $500K | Buy |
+2,801
| New | +$500K | 0.03% | 135 |
|