Lenox Wealth Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $16K | Hold |
751
| – | – | ﹤0.01% | 410 |
|
2021
Q4 | $18K | Hold |
751
| – | – | ﹤0.01% | 421 |
|
2021
Q3 | $16K | Hold |
751
| – | – | ﹤0.01% | 401 |
|
2021
Q2 | $18K | Hold |
751
| – | – | ﹤0.01% | 384 |
|
2021
Q1 | $15K | Hold |
751
| – | – | ﹤0.01% | 357 |
|
2020
Q4 | $16K | Hold |
751
| – | – | ﹤0.01% | 354 |
|
2020
Q3 | $17K | Hold |
751
| – | – | ﹤0.01% | 314 |
|
2020
Q2 | $16K | Hold |
751
| – | – | ﹤0.01% | 330 |
|
2020
Q1 | $11K | Hold |
751
| – | – | ﹤0.01% | 333 |
|
2019
Q4 | $17K | Hold |
751
| – | – | ﹤0.01% | 362 |
|
2019
Q3 | $15K | Hold |
751
| – | – | ﹤0.01% | 329 |
|
2019
Q2 | $15K | Hold |
751
| – | – | ﹤0.01% | 246 |
|
2019
Q1 | $13K | Hold |
751
| – | – | ﹤0.01% | 251 |
|
2018
Q4 | $12K | Hold |
751
| – | – | ﹤0.01% | 234 |
|
2018
Q3 | $13K | Hold |
751
| – | – | ﹤0.01% | 255 |
|
2018
Q2 | $13K | Hold |
751
| – | – | ﹤0.01% | 313 |
|
2018
Q1 | $13K | Hold |
751
| – | – | ﹤0.01% | 327 |
|
2017
Q4 | $12K | Hold |
751
| – | – | ﹤0.01% | 164 |
|
2017
Q3 | $12K | Hold |
751
| – | – | ﹤0.01% | 72 |
|
2017
Q2 | $12K | Hold |
751
| – | – | ﹤0.01% | 84 |
|
2017
Q1 | $10K | Hold |
751
| – | – | ﹤0.01% | 73 |
|
2016
Q4 | $10K | Hold |
751
| – | – | ﹤0.01% | 95 |
|
2016
Q3 | $8K | Hold |
751
| – | – | ﹤0.01% | 175 |
|
2016
Q2 | $7K | Hold |
751
| – | – | ﹤0.01% | 177 |
|
2016
Q1 | $8K | Hold |
751
| – | – | ﹤0.01% | 176 |
|
2015
Q4 | $8K | Hold |
751
| – | – | ﹤0.01% | 191 |
|
2015
Q3 | $6K | Hold |
751
| – | – | ﹤0.01% | 236 |
|
2015
Q2 | $8K | Hold |
751
| – | – | ﹤0.01% | 167 |
|
2015
Q1 | $8K | Hold |
751
| – | – | ﹤0.01% | 184 |
|
2014
Q4 | $7K | Hold |
751
| – | – | ﹤0.01% | 204 |
|
2014
Q3 | $6K | Hold |
751
| – | – | ﹤0.01% | 223 |
|
2014
Q2 | $6K | Hold |
751
| – | – | ﹤0.01% | 161 |
|
2014
Q1 | $7K | Hold |
751
| – | – | ﹤0.01% | 150 |
|
2013
Q4 | $7K | Hold |
751
| – | – | ﹤0.01% | 207 |
|
2013
Q3 | $6K | Sell |
751
-1,751
| -70% | -$14K | 0.01% | 154 |
|
2013
Q2 | $15K | Buy |
+2,502
| New | +$15K | 0.02% | 84 |
|