C.M. Bidwell & Associates’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-25,865
| Closed | -$352K | – | 378 |
|
|
2017
Q1 | $352K | Hold |
25,865
| – | – | 0.08% | 111 |
|
|
2016
Q4 | $350K | Buy |
+25,865
| New | +$350K | 0.08% | 112 |
|
|
2014
Q2 | – | Sell |
-333,980
| Closed | -$3.05M | – | 291 |
|
|
2014
Q1 | $3.05M | Buy |
+333,980
| New | +$3.05M | 0.73% | 77 |
|
|
2013
Q4 | – | Sell |
-443,480
| Closed | -$3.76M | – | 259 |
|
|
2013
Q3 | $3.76M | Sell |
443,480
-84,455
| -16% | -$716K | 1.03% | 30 |
|
|
2013
Q2 | $3.08M | Buy |
+527,935
| New | +$3.08M | 0.9% | 50 |
|