Harel Insurance Investments & Financial Services’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,432
| Closed | -$29K | – | 692 |
|
|
2023
Q3 | $29K | Sell |
1,432
-358
| -20% | -$7.25K | ﹤0.01% | 518 |
|
|
2023
Q2 | $39K | Sell |
1,790
-7,264
| -80% | -$158K | ﹤0.01% | 512 |
|
|
2023
Q1 | $192K | Buy |
9,054
+7,264
| +406% | +$154K | ﹤0.01% | 338 |
|
|
2022
Q4 | $41K | Buy |
+1,790
| New | +$41K | ﹤0.01% | 503 |
|
|
2021
Q3 | – | Sell |
-10,000
| Closed | -$764K | – | 812 |
|
|
2021
Q2 | $764K | Buy |
10,000
+155
| +2% | +$11.8K | 0.02% | 377 |
|
|
2021
Q1 | $666K | Buy |
+9,845
| New | +$666K | 0.01% | 456 |
|
|
2020
Q2 | – | Sell |
-1,262
| Closed | -$19K | – | 596 |
|
|
2020
Q1 | $19K | Sell |
1,262
-1,823
| -59% | -$27.4K | ﹤0.01% | 357 |
|
|
2019
Q4 | $69K | Buy |
3,085
+2,581
| +512% | +$57.7K | ﹤0.01% | 333 |
|
|
2019
Q3 | $10K | Buy |
+504
| New | +$10K | ﹤0.01% | 448 |
|