Mosaic Family Wealth’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-300
| Closed | -$5K | – | 601 |
|
|
2019
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 571 |
|
|
2018
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 558 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 560 |
|
|
2018
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 590 |
|
|
2018
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 584 |
|
|
2017
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 595 |
|
|
2017
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 715 |
|