Gateway Advisory’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-87,880
| Closed | -$801K | – | 43 |
|
|
2014
Q1 | $801K | Hold |
87,880
| – | – | 0.39% | 30 |
|
|
2013
Q4 | $766K | Buy |
87,880
+18,000
| +26% | +$157K | 0.42% | 30 |
|
|
2013
Q3 | $593K | Buy |
69,880
+27,580
| +65% | +$234K | 0.34% | 29 |
|
|
2013
Q2 | $247K | Buy |
+42,300
| New | +$247K | 0.15% | 32 |
|