JOYN Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-228
| Closed | -$4K | – | 1408 |
|
|
2018
Q4 | $4K | Sell |
228
-22
| -9% | -$386 | ﹤0.01% | 1345 |
|
|
2018
Q3 | $4K | Buy |
250
+65
| +35% | +$1.04K | ﹤0.01% | 1287 |
|
|
2018
Q2 | $3K | Buy |
185
+89
| +93% | +$1.44K | ﹤0.01% | 1345 |
|
|
2018
Q1 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 1115 |
|