FAM
Formidable Asset Management’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,900
| Closed | -$20K | – | 427 |
|
|
2016
Q1 | $20K | Sell |
1,900
-300
| -14% | -$3.16K | 0.01% | 274 |
|
|
2015
Q4 | $22K | Hold |
2,200
| – | – | 0.02% | 294 |
|
|
2015
Q3 | $19K | Hold |
2,200
| – | – | 0.01% | 321 |
|
|
2015
Q2 | $25K | Hold |
2,200
| – | – | 0.02% | 274 |
|
|
2015
Q1 | $25K | Hold |
2,200
| – | – | 0.02% | 264 |
|
|
2014
Q4 | $20K | Hold |
2,200
| – | – | 0.01% | 266 |
|
|
2014
Q3 | $18K | Hold |
2,200
| – | – | 0.01% | 269 |
|
|
2014
Q2 | $19K | Hold |
2,200
| – | – | 0.01% | 286 |
|
|
2014
Q1 | $18K | Hold |
2,200
| – | – | 0.01% | 265 |
|
|
2013
Q4 | $20K | Sell |
2,200
-8,000
| -78% | -$72.7K | 0.01% | 272 |
|
|
2013
Q3 | $88K | Buy |
+10,200
| New | +$88K | 0.08% | 140 |
|