MSI Financial Services’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $122K | Buy |
9,025
+4
| +0% | +$54 | ﹤0.01% | 1346 |
|
|
2016
Q3 | $97K | Buy |
9,021
+125
| +1% | +$1.34K | ﹤0.01% | 1435 |
|
|
2016
Q2 | $86K | Buy |
8,896
+2,877
| +48% | +$27.8K | ﹤0.01% | 1489 |
|
|
2016
Q1 | $66K | Buy |
6,019
+4,652
| +340% | +$51K | ﹤0.01% | 1574 |
|
|
2015
Q4 | $15K | Buy |
1,367
+1,237
| +952% | +$13.6K | ﹤0.01% | 2483 |
|
|
2015
Q3 | $1K | Hold |
130
| – | – | ﹤0.01% | 3023 |
|
|
2015
Q2 | $1K | Hold |
130
| – | – | ﹤0.01% | 2967 |
|
|
2015
Q1 | $1K | Hold |
130
| – | – | ﹤0.01% | 2911 |
|
|
2014
Q4 | $1K | Hold |
130
| – | – | ﹤0.01% | 2551 |
|
|
2014
Q3 | $1K | Hold |
130
| – | – | ﹤0.01% | 2553 |
|
|
2014
Q2 | $1K | Sell |
130
-5,970
| -98% | -$45.9K | ﹤0.01% | 2492 |
|
|
2014
Q1 | $56K | Buy |
6,100
+4,900
| +408% | +$45K | 0.01% | 984 |
|
|
2013
Q4 | $10K | Buy |
+1,200
| New | +$10K | ﹤0.01% | 1704 |
|