Yorktown Management & Research Company’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$407K | – | 280 |
|
|
2020
Q4 | $407K | Hold |
2,000
| – | – | 0.37% | 129 |
|
|
2020
Q3 | $278K | Hold |
2,000
| – | – | 0.26% | 214 |
|
|
2020
Q2 | $330K | Buy |
+2,000
| New | +$330K | 0.3% | 128 |
|
|
2019
Q1 | – | Sell |
-1,800
| Closed | -$252K | – | 354 |
|
|
2018
Q4 | $252K | Hold |
1,800
| – | – | 0.08% | 272 |
|
|
2018
Q3 | $361K | Hold |
1,800
| – | – | 0.11% | 207 |
|
|
2018
Q2 | $343K | Buy |
+1,800
| New | +$343K | 0.1% | 220 |
|