Integrated Wealth Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-50
| Closed | -$1K | – | 1005 |
|
|
2016
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1196 |
|
|
2016
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 1375 |
|
|
2016
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1138 |
|
|
2015
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1242 |
|
|
2015
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 1395 |
|
|
2015
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1288 |
|
|
2015
Q1 | $0 | Buy |
+50
| New | – | ﹤0.01% | 1370 |
|