Braun Stacey Associates’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-410,080
| Closed | -$9.14M | – | 140 |
|
|
2020
Q3 | $9.14M | Sell |
410,080
-69,830
| -15% | -$1.56M | 0.49% | 92 |
|
|
2020
Q2 | $10.5M | Buy |
479,910
+18,385
| +4% | +$400K | 0.6% | 84 |
|
|
2020
Q1 | $6.87M | Sell |
461,525
-87,155
| -16% | -$1.3M | 0.52% | 85 |
|
|
2019
Q4 | $12.2M | Buy |
548,680
+126,825
| +30% | +$2.82M | 0.68% | 85 |
|
|
2019
Q3 | $8.43M | Buy |
421,855
+189,305
| +81% | +$3.78M | 0.53% | 90 |
|
|
2019
Q2 | $4.55M | Buy |
+232,550
| New | +$4.55M | 0.29% | 95 |
|