Baystate Wealth Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.39K | Buy |
327
+4
| +1% | +$78 | ﹤0.01% | 826 |
|
|
2023
Q3 | $6.61K | Buy |
323
+4
| +1% | +$82 | ﹤0.01% | 648 |
|
|
2023
Q2 | $6.95K | Buy |
319
+3
| +0.9% | +$65 | ﹤0.01% | 639 |
|
|
2023
Q1 | $6.88K | Sell |
316
-196
| -38% | -$4.27K | ﹤0.01% | 627 |
|
|
2022
Q4 | $12K | Buy |
512
+3
| +0.6% | +$70 | ﹤0.01% | 546 |
|
|
2022
Q3 | $10K | Buy |
509
+3
| +0.6% | +$59 | ﹤0.01% | 549 |
|
|
2022
Q2 | $10K | Buy |
506
+4
| +0.8% | +$79 | ﹤0.01% | 570 |
|
|
2022
Q1 | $11K | Buy |
502
+2
| +0.4% | +$44 | ﹤0.01% | 573 |
|
|
2021
Q4 | $12K | Buy |
500
+490
| +4,900% | +$11.8K | ﹤0.01% | 553 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 918 |
|
|
2021
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 871 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 841 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 772 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 750 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 757 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 696 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 668 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 648 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 618 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 633 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 645 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 654 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 666 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 637 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 628 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 605 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 637 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 601 |
|