Advisornet Financial’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-41
| Closed | -$772 | – | 2181 |
|
|
2024
Q1 | $772 | Buy |
+41
| New | +$772 | ﹤0.01% | 1826 |
|
|
2023
Q2 | – | Sell |
-47
| Closed | -$1.02K | – | 2506 |
|
|
2023
Q1 | $1.02K | Buy |
47
+2
| +4% | +$44 | ﹤0.01% | 1874 |
|
|
2022
Q4 | $1.02K | Buy |
+45
| New | +$1.02K | ﹤0.01% | 1832 |
|
|
2020
Q4 | – | Sell |
-218
| Closed | -$5K | – | 1861 |
|
|
2020
Q3 | $5K | Hold |
218
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q2 | $5K | Buy |
218
+1
| +0.5% | +$23 | ﹤0.01% | 1448 |
|
|
2020
Q1 | $3K | Buy |
217
+1
| +0.5% | +$14 | ﹤0.01% | 1530 |
|
|
2019
Q4 | $5K | Sell |
216
-499
| -70% | -$11.6K | ﹤0.01% | 1561 |
|
|
2019
Q3 | $14K | Buy |
715
+500
| +233% | +$9.79K | ﹤0.01% | 1287 |
|
|
2019
Q2 | $4K | Buy |
215
+1
| +0.5% | +$19 | ﹤0.01% | 1436 |
|
|
2019
Q1 | $4K | Buy |
214
+73
| +52% | +$1.36K | ﹤0.01% | 1356 |
|
|
2018
Q4 | $2K | Buy |
141
+1
| +0.7% | +$14 | ﹤0.01% | 1361 |
|
|
2018
Q3 | $2K | Hold |
140
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q2 | $2K | Buy |
140
+1
| +0.7% | +$14 | ﹤0.01% | 1406 |
|
|
2018
Q1 | $2K | Buy |
139
+1
| +0.7% | +$14 | ﹤0.01% | 1321 |
|
|
2017
Q4 | $2K | Buy |
+138
| New | +$2K | ﹤0.01% | 1191 |
|