Duality Advisers’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-37,471
| Closed | -$706K | – | 533 |
|
2024
Q1 | $706K | Buy |
+37,471
| New | +$706K | 0.07% | 404 |
|
2023
Q3 | – | Sell |
-35,261
| Closed | -$767K | – | 734 |
|
2023
Q2 | $767K | Buy |
+35,261
| New | +$767K | 0.1% | 329 |
|
2022
Q4 | – | Sell |
-81,826
| Closed | -$1.53M | – | 801 |
|
2022
Q3 | $1.53M | Buy |
+81,826
| New | +$1.53M | 0.17% | 238 |
|
2021
Q1 | – | Sell |
-81,021
| Closed | -$1.78M | – | 713 |
|
2020
Q4 | $1.78M | Buy |
+81,021
| New | +$1.78M | 0.13% | 242 |
|