Blue Bell Private Wealth Management’s WENDYS INTERNATIONAL WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,600
| Closed | -$39K | – | 424 |
|
|
2016
Q3 | $39K | Buy |
3,600
+100
| +3% | +$1.08K | 0.02% | 232 |
|
|
2016
Q2 | $34K | Hold |
3,500
| – | – | 0.02% | 243 |
|
|
2016
Q1 | $38K | Buy |
3,500
+100
| +3% | +$1.09K | 0.03% | 242 |
|
|
2015
Q4 | $37K | Hold |
3,400
| – | – | 0.03% | 247 |
|
|
2015
Q3 | $29K | Hold |
3,400
| – | – | 0.02% | 272 |
|
|
2015
Q2 | $38K | Hold |
3,400
| – | – | 0.02% | 248 |
|
|
2015
Q1 | $37K | Hold |
3,400
| – | – | 0.02% | 251 |
|
|
2014
Q4 | $30K | Hold |
3,400
| – | – | 0.02% | 276 |
|
|
2014
Q3 | $28K | Hold |
3,400
| – | – | 0.02% | 306 |
|
|
2014
Q2 | $29K | Hold |
3,400
| – | – | 0.02% | 288 |
|
|
2014
Q1 | $31K | Hold |
3,400
| – | – | 0.02% | 247 |
|
|
2013
Q4 | $30K | Buy |
+3,400
| New | +$30K | 0.02% | 261 |
|