Northwest Wealth Management’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 |
-275
| Closed | -$5K | – | 471 |
|
|
2019
Q1 | $5K | Hold |
275
| – | – | ﹤0.01% | 416 |
|
|
2018
Q4 | $4K | Hold |
275
| – | – | ﹤0.01% | 421 |
|
|
2018
Q3 | $5K | Sell |
275
-175
| -39% | -$3.18K | ﹤0.01% | 429 |
|
|
2018
Q2 | $8K | Hold |
450
| – | – | 0.01% | 367 |
|
|
2018
Q1 | $8K | Buy |
+450
| New | +$8K | 0.01% | 374 |
|