Freedom Investment Management’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 |
-18,819
| Closed | -$330K | – | 1151 |
|
|
2018
Q1 | $330K | Buy |
18,819
+215
| +1% | +$3.77K | 0.02% | 851 |
|
|
2017
Q4 | $305K | Buy |
18,604
+1,017
| +6% | +$16.7K | 0.02% | 877 |
|
|
2017
Q3 | $273K | Sell |
17,587
-57
| -0.3% | -$885 | 0.02% | 891 |
|
|
2017
Q2 | $274K | Buy |
17,644
+778
| +5% | +$12.1K | 0.02% | 827 |
|
|
2017
Q1 | $230K | Sell |
16,866
-15,538
| -48% | -$212K | 0.01% | 905 |
|
|
2016
Q4 | $438K | Buy |
32,404
+17,771
| +121% | +$240K | 0.03% | 529 |
|
|
2016
Q3 | $158K | Buy |
14,633
+1,665
| +13% | +$18K | 0.01% | 851 |
|
|
2016
Q2 | $125K | Sell |
12,968
-38
| -0.3% | -$366 | 0.01% | 806 |
|
|
2016
Q1 | $142K | Sell |
13,006
-890
| -6% | -$9.72K | 0.01% | 773 |
|
|
2015
Q4 | $150K | Buy |
13,896
+12,549
| +932% | +$135K | 0.01% | 726 |
|
|
2015
Q3 | $334K | Sell |
1,347
-12,011
| -90% | -$2.98M | 0.03% | 438 |
|
|
2015
Q2 | $151K | Buy |
13,358
+837
| +7% | +$9.46K | 0.02% | 647 |
|
|
2015
Q1 | $136K | Buy |
12,521
+1,339
| +12% | +$14.5K | 0.02% | 607 |
|
|
2014
Q4 | $101K | Buy |
11,182
+623
| +6% | +$5.63K | 0.01% | 569 |
|
|
2014
Q3 | $87K | Buy |
+10,559
| New | +$87K | 0.02% | 483 |
|