Ellevest Inc’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34
| Closed | -$769 | – | 2083 |
|
|
2022
Q4 | $769 | Hold |
34
| – | – | ﹤0.01% | 1559 |
|
|
2022
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 1534 |
|
|
2022
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 1337 |
|
|
2022
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 1353 |
|
|
2021
Q4 | $1K | Sell |
34
-2,073
| -98% | -$61K | ﹤0.01% | 1343 |
|
|
2021
Q3 | $46K | Buy |
2,107
+1,760
| +507% | +$38.4K | ﹤0.01% | 506 |
|
|
2021
Q2 | $8K | Buy |
347
+176
| +103% | +$4.06K | ﹤0.01% | 817 |
|
|
2021
Q1 | $3K | Buy |
171
+14
| +9% | +$246 | ﹤0.01% | 1018 |
|
|
2020
Q4 | $3K | Buy |
157
+95
| +153% | +$1.82K | ﹤0.01% | 940 |
|
|
2020
Q3 | $1K | Buy |
62
+6
| +11% | +$97 | ﹤0.01% | 1078 |
|
|
2020
Q2 | $1K | Buy |
56
+22
| +65% | +$393 | ﹤0.01% | 1074 |
|
|
2020
Q1 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1002 |
|