Financial Gravity Asset Management’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 |
-22
| Closed | -$605 | – | 1784 |
|
|
2023
Q2 | $605 | Buy |
+22
| New | +$605 | ﹤0.01% | 965 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$640 | – | 1684 |
|
|
2022
Q4 | $640 | Buy |
+23
| New | +$640 | ﹤0.01% | 765 |
|
|
2020
Q1 | – | Sell |
-130
| Closed | -$22K | – | 1395 |
|
|
2019
Q4 | $22K | Buy |
+130
| New | +$22K | 0.02% | 984 |
|
|
2018
Q2 | – | Sell |
-28
| Closed | – | – | 1637 |
|
|
2018
Q1 | $0 | Buy |
+28
| New | – | ﹤0.01% | 1527 |
|