Disciplined Investments’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37
| Closed | -$805 | – | 1545 |
|
|
2023
Q2 | $805 | Buy |
37
+1
| +3% | +$22 | ﹤0.01% | 1053 |
|
|
2023
Q1 | $784 | Sell |
36
-6
| -14% | -$131 | ﹤0.01% | 1070 |
|
|
2022
Q4 | $950 | Buy |
42
+11
| +35% | +$249 | ﹤0.01% | 928 |
|
|
2022
Q3 | $1K | Buy |
31
+8
| +35% | +$258 | ﹤0.01% | 1132 |
|
|
2022
Q2 | $0 | Sell |
23
-9
| -28% | – | ﹤0.01% | 1656 |
|
|
2022
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1233 |
|