First Personal Financial Services’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,417
| Closed | -$130K | – | 938 |
|
|
2018
Q1 | $130K | Hold |
7,417
| – | – | 0.03% | 259 |
|
|
2017
Q4 | $122K | Hold |
7,417
| – | – | 0.02% | 309 |
|
|
2017
Q3 | $115K | Hold |
7,417
| – | – | 0.02% | 296 |
|
|
2017
Q2 | $115K | Hold |
7,417
| – | – | 0.03% | 291 |
|
|
2017
Q1 | $101K | Hold |
7,417
| – | – | 0.02% | 292 |
|
|
2016
Q4 | $100K | Hold |
7,417
| – | – | 0.03% | 281 |
|
|
2016
Q3 | $80K | Hold |
7,417
| – | – | 0.02% | 228 |
|
|
2016
Q2 | $71K | Buy |
+7,417
| New | +$71K | 0.02% | 228 |
|
|
2016
Q1 | – | Sell |
-1,460
| Closed | -$16K | – | 406 |
|
|
2015
Q4 | $16K | Buy |
+1,460
| New | +$16K | 0.01% | 259 |
|