HM Payson & Co’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$22K | – | 1159 |
|
|
2020
Q3 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 720 |
|
|
2020
Q2 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 658 |
|
|
2020
Q1 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 690 |
|
|
2019
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 709 |
|
|
2019
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 733 |
|
|
2019
Q2 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 733 |
|