First National Trust’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 |
-10,625
| Closed | -$231K | – | 385 |
|
|
2023
Q2 | $231K | Hold |
10,625
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $231K | Hold |
10,625
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $240K | Hold |
10,625
| – | – | 0.01% | 332 |
|
|
2022
Q3 | $199K | Hold |
10,625
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $201K | Hold |
10,625
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $233K | Buy |
+10,625
| New | +$233K | 0.01% | 345 |
|