Berman Capital Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Buy |
157
+38
| +32% | +$726 | ﹤0.01% | 1629 |
|
|
2021
Q2 | $2K | Buy |
119
+107
| +892% | +$1.8K | ﹤0.01% | 1646 |
|
|
2021
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1940 |
|
|
2020
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1854 |
|
|
2020
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1795 |
|
|
2020
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1864 |
|
|
2020
Q1 | $0 | Sell |
12
-200
| -94% | – | ﹤0.01% | 1695 |
|
|
2019
Q4 | $4K | Hold |
212
| – | – | ﹤0.01% | 1054 |
|
|
2019
Q3 | $4K | Hold |
212
| – | – | ﹤0.01% | 1032 |
|
|
2019
Q2 | $4K | Hold |
212
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q1 | $3K | Hold |
212
| – | – | ﹤0.01% | 1035 |
|
|
2018
Q4 | $3K | Buy |
+212
| New | +$3K | ﹤0.01% | 830 |
|