Gary Goldberg Planning Services’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $8K | Hold |
850
| – | – | ﹤0.01% | 370 |
|
|
2014
Q3 | $7K | Hold |
850
| – | – | ﹤0.01% | 398 |
|
|
2014
Q2 | $7K | Hold |
850
| – | – | ﹤0.01% | 367 |
|
|
2014
Q1 | $8K | Hold |
850
| – | – | ﹤0.01% | 343 |
|
|
2013
Q4 | $7K | Hold |
850
| – | – | ﹤0.01% | 314 |
|
|
2013
Q3 | $7K | Hold |
850
| – | – | ﹤0.01% | 309 |
|
|
2013
Q2 | $5K | Buy |
+850
| New | +$5K | ﹤0.01% | 330 |
|