AWA
ARS Wealth Advisors’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $248K | Hold |
10,587
| – | – | 0.04% | 121 |
|
|
2021
Q1 | $214K | Hold |
10,587
| – | – | 0.05% | 121 |
|
|
2020
Q4 | $232K | Hold |
10,587
| – | – | 0.05% | 107 |
|
|
2020
Q3 | $236K | Hold |
10,587
| – | – | 0.06% | 94 |
|
|
2020
Q2 | $231K | Hold |
10,587
| – | – | 0.07% | 87 |
|
|
2020
Q1 | $158K | Hold |
10,587
| – | – | 0.07% | 87 |
|
|
2019
Q4 | $235K | Hold |
10,587
| – | – | 0.07% | 100 |
|
|
2019
Q3 | $212K | Hold |
10,587
| – | – | 0.07% | 103 |
|
|
2019
Q2 | $207K | Hold |
10,587
| – | – | 0.07% | 108 |
|
|
2019
Q1 | $189K | Hold |
10,587
| – | – | 0.06% | 105 |
|
|
2018
Q4 | $165K | Hold |
10,587
| – | – | 0.06% | 103 |
|
|
2018
Q3 | $181K | Hold |
10,587
| – | – | 0.06% | 116 |
|
|
2018
Q2 | $182K | Hold |
10,587
| – | – | 0.07% | 108 |
|
|
2018
Q1 | $186K | Hold |
10,587
| – | – | 0.07% | 114 |
|
|
2017
Q4 | $174K | Hold |
10,587
| – | – | 0.06% | 117 |
|
|
2017
Q3 | $164K | Hold |
10,587
| – | – | 0.06% | 120 |
|
|
2017
Q2 | $164K | Sell |
10,587
-118
| -1% | -$1.83K | 0.07% | 113 |
|
|
2017
Q1 | $146K | Hold |
10,705
| – | – | 0.06% | 111 |
|
|
2016
Q4 | $145K | Buy |
10,705
+118
| +1% | +$1.6K | 0.07% | 102 |
|
|
2016
Q3 | $114K | Hold |
10,587
| – | – | 0.05% | 97 |
|
|
2016
Q2 | $102K | Hold |
10,587
| – | – | 0.04% | 88 |
|
|
2016
Q1 | $115K | Hold |
10,587
| – | – | 0.05% | 74 |
|
|
2015
Q4 | $114K | Hold |
10,587
| – | – | 0.06% | 78 |
|
|
2015
Q3 | $92K | Hold |
10,587
| – | – | 0.05% | 75 |
|
|
2015
Q2 | $119K | Hold |
10,587
| – | – | 0.05% | 73 |
|
|
2015
Q1 | $115K | Buy |
+10,587
| New | +$115K | 0.05% | 73 |
|