Hefty Wealth Partners’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-850
| Closed | -$14K | – | 282 |
|
|
2017
Q4 | $14K | Hold |
850
| – | – | 0.01% | 178 |
|
|
2017
Q3 | $13K | Hold |
850
| – | – | 0.01% | 176 |
|
|
2017
Q2 | $13K | Hold |
850
| – | – | 0.01% | 162 |
|
|
2017
Q1 | $11K | Hold |
850
| – | – | 0.01% | 170 |
|
|
2016
Q4 | $11K | Hold |
850
| – | – | 0.01% | 156 |
|
|
2016
Q3 | $9K | Hold |
850
| – | – | 0.01% | 179 |
|
|
2016
Q2 | $8K | Hold |
850
| – | – | 0.01% | 155 |
|
|
2016
Q1 | $9K | Hold |
850
| – | – | 0.01% | 157 |
|
|
2015
Q4 | $9K | Buy |
+850
| New | +$9K | 0.01% | 145 |
|