Kelly Financial Services’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 |
-200
| Closed | -$3.39K | – | 764 |
|
|
2024
Q2 | $3.39K | Hold |
200
| – | – | ﹤0.01% | 536 |
|
|
2024
Q1 | $3.77K | Hold |
200
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $3.9K | Hold |
200
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $4.08K | Hold |
200
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $4.35K | Hold |
200
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $4.36K | Hold |
200
| – | – | ﹤0.01% | 442 |
|
|
2022
Q4 | $4.53K | Hold |
200
| – | – | ﹤0.01% | 414 |
|
|
2022
Q3 | $3.74K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2022
Q2 | $3.78K | Hold |
200
| – | – | ﹤0.01% | 439 |
|
|
2022
Q1 | $4.39K | Hold |
200
| – | – | ﹤0.01% | 449 |
|
|
2021
Q4 | $4.77K | Hold |
200
| – | – | ﹤0.01% | 448 |
|
|
2021
Q3 | $4.34K | Sell |
200
-4,484
| -96% | -$97.2K | ﹤0.01% | 439 |
|
|
2021
Q2 | $200K | Buy |
4,684
+4,484
| +2,242% | +$191K | 0.01% | 306 |
|
|
2021
Q1 | $4.05K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $4.38K | Hold |
200
| – | – | ﹤0.01% | 379 |
|
|
2020
Q3 | $4.46K | Hold |
200
| – | – | ﹤0.01% | 347 |
|
|
2020
Q2 | $4.36K | Hold |
200
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $2.98K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
|
2019
Q4 | $4.44K | Hold |
200
| – | – | ﹤0.01% | 316 |
|
|
2019
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 318 |
|
|
2019
Q2 | $3.92K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
|
2019
Q1 | $3.58K | Buy |
+200
| New | +$3.58K | ﹤0.01% | 326 |
|