Forum Financial 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
Q1
Sell
-9,011
Closed -$204K 643
2022
Q4
$204K Buy
+9,011
New +$204K 0.01% 541
2022
Q1
Sell
-8,991
Closed -$214K 680
2021
Q4
$214K Buy
+8,991
New +$214K 0.01% 586