Jefferies Financial Group’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 |
-35,928
| Closed | -$609K | – | 1423 |
|
|
2024
Q2 | $609K | Buy |
35,928
+4,113
| +13% | +$69.8K | 0.01% | 686 |
|
|
2024
Q1 | $599K | Buy |
+31,815
| New | +$599K | 0.01% | 739 |
|
|
2023
Q3 | – | Sell |
-15,933
| Closed | -$347K | – | 1458 |
|
|
2023
Q2 | $347K | Buy |
+15,933
| New | +$347K | ﹤0.01% | 867 |
|