IBEX Wealth Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-173
| Closed | -$2.93K | – | 276 |
|
|
2024
Q2 | $2.93K | Buy |
+173
| New | +$2.93K | ﹤0.01% | 267 |
|
|
2023
Q4 | – | Sell |
-210,027
| Closed | -$4.29M | – | 123 |
|
|
2023
Q3 | $4.29M | Buy |
+210,027
| New | +$4.29M | 1.09% | 35 |
|
|
2020
Q1 | – | Sell |
-161,848
| Closed | -$3.6M | – | 117 |
|
|
2019
Q4 | $3.6M | Buy |
+161,848
| New | +$3.6M | 1.1% | 33 |
|