Kore Private Wealth’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-438
| Closed | -$9K | – | 1081 |
|
|
2020
Q2 | $9K | Hold |
438
| – | – | ﹤0.01% | 813 |
|
|
2020
Q1 | $7K | Hold |
438
| – | – | ﹤0.01% | 756 |
|
|
2019
Q4 | $10K | Buy |
+438
| New | +$10K | ﹤0.01% | 754 |
|
|
2019
Q2 | – | Sell |
-438
| Closed | -$8K | – | 790 |
|
|
2019
Q1 | $8K | Buy |
+438
| New | +$8K | ﹤0.01% | 676 |
|