Dougherty Wealth Advisers’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,236
| Closed | -$27K | – | 147 |
|
|
2020
Q4 | $27K | Hold |
1,236
| – | – | 0.04% | 121 |
|
|
2020
Q3 | $28K | Hold |
1,236
| – | – | 0.1% | 123 |
|
|
2020
Q2 | $27K | Hold |
1,236
| – | – | 0.1% | 126 |
|
|
2020
Q1 | $18K | Hold |
1,236
| – | – | 0.07% | 140 |
|
|
2019
Q4 | $27K | Hold |
1,236
| – | – | 0.08% | 140 |
|
|
2019
Q3 | $25K | Hold |
1,236
| – | – | 0.08% | 142 |
|
|
2019
Q2 | $24K | Hold |
1,236
| – | – | 0.07% | 167 |
|
|
2019
Q1 | $22K | Hold |
1,236
| – | – | 0.07% | 148 |
|
|
2018
Q4 | $22K | Buy |
+1,236
| New | +$22K | 0.07% | 154 |
|