FWM
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Focused Wealth Management’s Wendy's WEN Stock Holding History

Focused Wealth Management’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Hold
0
– – – 1119
2022
Q3 		– Hold
0
– – – 1024
2022
Q2 		– Sell
-86
Closed -$2K – 1034
2022
Q1 		$2K Hold
86
– – ﹤0.01% 778
2021
Q4 		$2K Buy
86
+1
+1% +$23 ﹤0.01% 800
2021
Q3 		$2K Buy
+85
New +$2K ﹤0.01% 779
2020
Q4 		– Sell
-1,650
Closed -$37K – 853
2020
Q3 		$37K Hold
1,650
– – 0.01% 352
2020
Q2 		$36K Hold
1,650
– – 0.01% 340
2020
Q1 		$25K Hold
1,650
– – 0.01% 342
2019
Q4 		$37K Hold
1,650
– – 0.01% 342
2019
Q3 		$33K Hold
1,650
– – 0.01% 335
2019
Q2 		$32K Hold
1,650
– – 0.01% 362
2019
Q1 		$30K Hold
1,650
– – 0.01% 335
2018
Q4 		$26K Hold
1,650
– – 0.01% 350
2018
Q3 		$28K Hold
1,650
– – 0.01% 337
2018
Q2 		$28K Hold
1,650
– – 0.01% 325
2018
Q1 		$29K Hold
1,650
– – 0.01% 345
2017
Q4 		$27K Hold
1,650
– – 0.01% 352
2017
Q3 		$26K Hold
1,650
– – 0.01% 313
2017
Q2 		$26K Hold
1,650
– – 0.01% 352
2017
Q1 		$22K Sell
1,650
-23
-1% -$307 0.01% 362
2016
Q4 		$23K Hold
1,673
– – 0.01% 359
2016
Q3 		$18K Hold
1,673
– – 0.01% 376
2016
Q2 		$16K Hold
1,673
– – 0.01% 383
2016
Q1 		$18K Sell
1,673
-20
-1% -$215 0.01% 314
2015
Q4 		$18K Buy
1,693
+10
+0.6% +$106 0.01% 331
2015
Q3 		$15K Buy
1,683
+10
+0.6% +$89 0.01% 335
2015
Q2 		$19K Buy
1,673
+8
+0.5% +$91 0.01% 320
2015
Q1 		$18K Buy
1,665
+8
+0.5% +$86 0.01% 333
2014
Q4 		$15K Buy
1,657
+11
+0.7% +$100 0.01% 352
2014
Q3 		$14K Buy
1,646
+10
+0.6% +$85 0.01% 375
2014
Q2 		$14K Buy
1,636
+10
+0.6% +$86 0.01% 369
2014
Q1 		$15K Buy
1,626
+59
+4% +$544 0.01% 332
2013
Q4 		$14K Buy
1,567
+9
+0.6% +$80 0.01% 345
2013
Q3 		$13K Buy
+1,558
New +$13K 0.01% 326