American Portfolios Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $48.1K | Sell |
2,574
-1,378
| -35% | -$25.8K | ﹤0.01% | 1725 |
|
2022
Q2 | $74.6K | Sell |
3,952
-510
| -11% | -$9.63K | ﹤0.01% | 1555 |
|
2022
Q1 | $98K | Buy |
4,462
+10
| +0.2% | +$220 | ﹤0.01% | 1517 |
|
2021
Q4 | $106K | Buy |
4,452
+9
| +0.2% | +$215 | ﹤0.01% | 1480 |
|
2021
Q3 | $96.3K | Buy |
4,443
+9
| +0.2% | +$195 | ﹤0.01% | 1474 |
|
2021
Q2 | $104K | Buy |
4,434
+1,296
| +41% | +$30.4K | ﹤0.01% | 1404 |
|
2021
Q1 | $63.6K | Buy |
3,138
+1,378
| +78% | +$27.9K | ﹤0.01% | 1497 |
|
2020
Q4 | $38.6K | Sell |
1,760
-34
| -2% | -$745 | ﹤0.01% | 1519 |
|
2020
Q3 | $40K | Hold |
1,794
| – | – | ﹤0.01% | 1408 |
|
2020
Q2 | $39.1K | Buy |
1,794
+1
| +0.1% | +$22 | ﹤0.01% | 1377 |
|
2020
Q1 | $26.7K | Sell |
1,793
-11,642
| -87% | -$173K | ﹤0.01% | 1415 |
|
2019
Q4 | $298K | Buy |
13,435
+11,882
| +765% | +$264K | 0.02% | 597 |
|
2019
Q3 | $31K | Buy |
1,553
+2
| +0.1% | +$40 | ﹤0.01% | 1487 |
|
2019
Q2 | $30.4K | Buy |
1,551
+1
| +0.1% | +$20 | ﹤0.01% | 1486 |
|
2019
Q1 | $27.7K | Buy |
1,550
+2
| +0.1% | +$36 | ﹤0.01% | 1442 |
|
2018
Q4 | $24.2K | Hold |
1,548
| – | – | ﹤0.01% | 1301 |
|
2018
Q3 | $26.5K | Hold |
1,548
| – | – | ﹤0.01% | 1378 |
|
2018
Q2 | $26.6K | Hold |
1,548
| – | – | ﹤0.01% | 1347 |
|
2018
Q1 | $27.2K | Hold |
1,548
| – | – | ﹤0.01% | 1267 |
|
2017
Q4 | $25.4K | Buy |
+1,548
| New | +$25.4K | ﹤0.01% | 1246 |
|