Avantax Advisory Services’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 |
-15,941
| Closed | -$279K | – | 2271 |
|
|
2024
Q3 | $279K | Buy |
15,941
+555
| +4% | +$9.72K | ﹤0.01% | 1813 |
|
|
2024
Q2 | $261K | Buy |
+15,386
| New | +$261K | ﹤0.01% | 1791 |
|
|
2020
Q4 | – | Sell |
-17,871
| Closed | -$398K | – | 1360 |
|
|
2020
Q3 | $398K | Buy |
+17,871
| New | +$398K | 0.01% | 893 |
|