Fieldpoint Private Securities’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1K | Sell |
30
-10
| -25% | -$333 | ﹤0.01% | 1441 |
|
2022
Q1 | $1K | Sell |
40
-35
| -47% | -$875 | ﹤0.01% | 1626 |
|
2021
Q4 | $2K | Sell |
75
-280
| -79% | -$7.47K | ﹤0.01% | 1511 |
|
2021
Q3 | $8K | Hold |
355
| – | – | ﹤0.01% | 1136 |
|
2021
Q2 | $8K | Sell |
355
-5
| -1% | -$113 | ﹤0.01% | 1102 |
|
2021
Q1 | $7K | Sell |
360
-210
| -37% | -$4.08K | ﹤0.01% | 1119 |
|
2020
Q4 | $12K | Buy |
+570
| New | +$12K | ﹤0.01% | 859 |
|