Investment Partners’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,186
| Closed | -$265K | – | 250 |
|
|
2022
Q3 | $265K | Buy |
+14,186
| New | +$265K | 0.08% | 216 |
|
|
2016
Q4 | – | Sell |
-24,660
| Closed | -$266K | – | 177 |
|
|
2016
Q3 | $266K | Buy |
+24,660
| New | +$266K | 0.15% | 149 |
|
|
2016
Q2 | – | Sell |
-26,025
| Closed | -$280K | – | 167 |
|
|
2016
Q1 | $280K | Buy |
+26,025
| New | +$280K | 0.18% | 127 |
|