Zacks Investment Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,136
| Closed | -$859K | – | 603 |
|
|
2018
Q4 | $859K | Sell |
6,136
-143
| -2% | -$20K | 0.02% | 376 |
|
|
2018
Q3 | $1.26M | Buy |
6,279
+303
| +5% | +$60.9K | 0.03% | 358 |
|
|
2018
Q2 | $1.14M | Buy |
+5,976
| New | +$1.14M | 0.02% | 394 |
|
|
2017
Q2 | – | Sell |
-12,126
| Closed | -$1.26M | – | 693 |
|
|
2017
Q1 | $1.26M | Sell |
12,126
-1,328
| -10% | -$137K | 0.03% | 309 |
|
|
2016
Q4 | $1.5M | Sell |
13,454
-11,260
| -46% | -$1.26M | 0.04% | 245 |
|
|
2016
Q3 | $2.67M | Buy |
24,714
+1,757
| +8% | +$190K | 0.08% | 177 |
|
|
2016
Q2 | $2.04M | Buy |
+22,957
| New | +$2.04M | 0.06% | 198 |
|