CSat Investment Advisory’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-619
| Closed | -$14K | – | 965 |
|
|
2020
Q3 | $14K | Buy |
619
+75
| +14% | +$1.7K | ﹤0.01% | 972 |
|
|
2020
Q2 | $12K | Sell |
544
-356
| -40% | -$7.85K | ﹤0.01% | 999 |
|
|
2020
Q1 | $13K | Buy |
900
+153
| +20% | +$2.21K | ﹤0.01% | 838 |
|
|
2019
Q4 | $17K | Sell |
747
-6,536
| -90% | -$149K | ﹤0.01% | 843 |
|
|
2019
Q3 | $146K | Buy |
7,283
+1,348
| +23% | +$27K | 0.05% | 253 |
|
|
2019
Q2 | $116K | Buy |
+5,935
| New | +$116K | 0.04% | 271 |
|