Clear Point Advisors’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
-11
Closed -$192 584
2024
Q2
$192 Hold
11
﹤0.01% 532
2024
Q1
$210 Hold
11
﹤0.01% 530
2023
Q4
$214 Buy
+11
New +$214 ﹤0.01% 515