Caldwell Sutter Capital’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$1.7K | – | 927 |
|
|
2024
Q2 | $1.7K | Hold |
100
| – | – | ﹤0.01% | 770 |
|
|
2024
Q1 | $1.88K | Hold |
100
| – | – | ﹤0.01% | 765 |
|
|
2023
Q4 | $1.95K | Hold |
100
| – | – | ﹤0.01% | 765 |
|
|
2023
Q3 | $2.04K | Hold |
100
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $2.18K | Hold |
100
| – | – | ﹤0.01% | 732 |
|
|
2023
Q1 | $2.18K | Buy |
+100
| New | +$2.18K | ﹤0.01% | 487 |
|