B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,073
| Closed | -$28 | – | 1970 |
|
|
2014
Q4 | $28 | Buy |
+3,073
| New | +$28 | ﹤0.01% | 2397 |
|
|
2014
Q3 | – | Sell |
-5,067
| Closed | -$43.2K | – | 1882 |
|
|
2014
Q2 | $43.2K | Buy |
5,067
+81
| +2% | +$691 | 0.01% | 1099 |
|
|
2014
Q1 | $45K | Buy |
+4,986
| New | +$45K | 0.01% | 736 |
|
|
2013
Q3 | – | Sell |
-7,836
| Closed | -$46K | – | 753 |
|
|
2013
Q2 | $46K | Buy |
+7,836
| New | +$46K | 0.02% | 669 |
|