Carolinas Wealth Consulting’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 |
-108
| Closed | -$2K | – | 1109 |
|
|
2022
Q3 | $2K | Buy |
108
+1
| +0.9% | +$19 | ﹤0.01% | 784 |
|
|
2022
Q2 | $2K | Buy |
107
+1
| +0.9% | +$19 | ﹤0.01% | 787 |
|
|
2022
Q1 | $2K | Hold |
106
| – | – | ﹤0.01% | 818 |
|
|
2021
Q4 | $3K | Hold |
106
| – | – | ﹤0.01% | 798 |
|
|
2021
Q3 | $2K | Buy |
106
+1
| +1% | +$19 | ﹤0.01% | 819 |
|
|
2021
Q2 | $2K | Buy |
105
+1
| +1% | +$19 | ﹤0.01% | 830 |
|
|
2021
Q1 | $2K | Hold |
104
| – | – | ﹤0.01% | 838 |
|
|
2020
Q4 | $2K | Buy |
104
+1
| +1% | +$19 | ﹤0.01% | 765 |
|
|
2020
Q3 | $2K | Hold |
103
| – | – | ﹤0.01% | 758 |
|
|
2020
Q2 | $2K | Buy |
+103
| New | +$2K | ﹤0.01% | 521 |
|