Coe Capital Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-59,120
| Closed | -$534K | – | 255 |
|
|
2014
Q4 | $534K | Buy |
59,120
+2,345
| +4% | +$21.2K | 0.17% | 154 |
|
|
2014
Q3 | $469K | Hold |
56,775
| – | – | 0.17% | 149 |
|
|
2014
Q2 | $484K | Sell |
56,775
-3,045
| -5% | -$26K | 0.17% | 149 |
|
|
2014
Q1 | $546K | Sell |
59,820
-501,367
| -89% | -$4.58M | 0.16% | 163 |
|
|
2013
Q4 | $4.89M | Buy |
+561,187
| New | +$4.89M | 1.71% | 12 |
|