ARS Wealth Advisors Group’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,348
| Closed | -$203K | – | 155 |
|
|
2023
Q2 | $203K | Hold |
9,348
| – | – | 0.03% | 136 |
|
|
2023
Q1 | $204K | Hold |
9,348
| – | – | 0.04% | 116 |
|
|
2022
Q4 | $212K | Buy |
+9,348
| New | +$212K | 0.03% | 129 |
|
|
2022
Q3 | – | Sell |
-10,586
| Closed | -$200K | – | 169 |
|
|
2022
Q2 | $200K | Hold |
10,586
| – | – | 0.03% | 152 |
|
|
2022
Q1 | $233K | Sell |
10,586
-1
| -0% | -$22 | 0.04% | 116 |
|
|
2021
Q4 | $253K | Hold |
10,587
| – | – | 0.04% | 124 |
|
|
2021
Q3 | $230K | Buy |
+10,587
| New | +$230K | 0.04% | 119 |
|