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