Arete Wealth Advisors’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,854
Closed -$260K 797
2024
Q3
$260K Buy
14,854
+4,437
+43% +$77.7K 0.02% 565
2024
Q2
$176K Buy
+10,417
New +$176K 0.01% 671