Zeke Capital Advisors’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 |
-1,570
| Closed | -$277K | – | 332 |
|
|
2021
Q3 | $277K | Buy |
1,570
+5
| +0.3% | +$882 | 0.02% | 227 |
|
|
2021
Q2 | $303K | Buy |
1,565
+228
| +17% | +$44.1K | 0.02% | 221 |
|
|
2021
Q1 | $280K | Hold |
1,337
| – | – | 0.02% | 218 |
|
|
2020
Q4 | $272K | Buy |
+1,337
| New | +$272K | 0.02% | 205 |
|
|
2020
Q1 | – | Sell |
-3,086
| Closed | -$646K | – | 511 |
|
|
2019
Q4 | $646K | Hold |
3,086
| – | – | 0.05% | 321 |
|
|
2019
Q3 | $624K | Buy |
+3,086
| New | +$624K | 0.06% | 311 |
|
|
2018
Q4 | – | Sell |
-6,421
| Closed | -$1.29M | – | 653 |
|
|
2018
Q3 | $1.29M | Buy |
+6,421
| New | +$1.29M | 0.11% | 181 |
|