Mackenzie Financial’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,172
| Closed | -$296K | – | 1613 |
|
|
2023
Q4 | $296K | Sell |
15,172
-371
| -2% | -$7.23K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $302K | Buy |
+15,543
| New | +$302K | ﹤0.01% | 1138 |
|
|
2020
Q3 | – | Sell |
-14,945
| Closed | -$326K | – | 1059 |
|
|
2020
Q2 | $326K | Sell |
14,945
-8,018
| -35% | -$175K | ﹤0.01% | 850 |
|
|
2020
Q1 | $342K | Buy |
+22,963
| New | +$342K | ﹤0.01% | 869 |
|