Loeb Partners Corp’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 |
-1,500
| Closed | -$23K | – | 285 |
|
|
2018
Q4 | $23K | Buy |
+1,500
| New | +$23K | 0.01% | 203 |
|
|
2014
Q2 | – | Sell |
-10,200
| Closed | -$93K | – | 193 |
|
|
2014
Q1 | $93K | Sell |
10,200
-2,700
| -21% | -$24.6K | 0.03% | 172 |
|
|
2013
Q4 | $112K | Buy |
+12,900
| New | +$112K | 0.04% | 187 |
|