Gideon Capital Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-28,540
| Closed | -$490K | – | 508 |
|
|
2018
Q2 | $490K | Buy |
+28,540
| New | +$490K | 0.25% | 143 |
|
|
2017
Q2 | – | Sell |
-16,736
| Closed | -$228K | – | 414 |
|
|
2017
Q1 | $228K | Sell |
16,736
-6,849
| -29% | -$93.3K | 0.14% | 335 |
|
|
2016
Q4 | $319K | Buy |
+23,585
| New | +$319K | 0.2% | 230 |
|