DOUGHERTY WEALTH ADVISERS LLC – WEX Inc. Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$27,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-18.40%
quarter
WEX Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -6K | $126.94 | 214 | |
| Q2 2022 | share | 0.00% | 0 shares | -5K | $155.56 | 214 | |
| Q1 2022 | share | 0.00% | 0 shares | 8K | $178.45 | 214 | |
| Q4 2021 | share | 0.00% | 0 shares | -8K | $141.44 | 214 | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $176.14 | 214 | |
| Q2 2021 | share | 0.00% | 0 shares | -4K | $193.9 | 214 | |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $209.22 | 214 | |
| Q4 2020 | share | 0.00% | 0 shares | 14K | $203.53 | 214 | |
| Q3 2020 | share | 0.00% | 0 shares | -5K | $138.97 | 214 | |
| Q2 2020 | share | 0.00% | 0 shares | 13K | $165.01 | 214 | |
| Q1 2020 | share | Decrease | -26.21% | -76 shares | -39K | $104.55 | 214 |
| Q4 2019 | share | 0.00% | 0 shares | 2K | $209.46 | 290 | |
| Q3 2019 | share | 0.00% | 0 shares | -1K | $202.07 | 290 | |
| Q2 2019 | share | 0.00% | 0 shares | 4K | $208.1 | 290 | |
| Q1 2019 | share | 0.00% | 0 shares | 8K | $191.99 | 290 | |
| Q4 2018 | share | Increase | 0.00% | 290 shares | 48K | $140.06 | 290 |