Burleson & Co’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-212
| Closed | -$4K | – | 446 |
|
|
2022
Q3 | $4K | Hold |
212
| – | – | ﹤0.01% | 310 |
|
|
2022
Q2 | $4K | Hold |
212
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $5K | Hold |
212
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $5K | Hold |
212
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $5K | Hold |
212
| – | – | ﹤0.01% | 280 |
|
|
2021
Q2 | $5K | Hold |
212
| – | – | ﹤0.01% | 285 |
|
|
2021
Q1 | $4K | Buy |
+212
| New | +$4K | ﹤0.01% | 295 |
|