OneDigital Investment Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-313
| Closed | -$6K | – | 1115 |
|
|
2019
Q2 | $6K | Hold |
313
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q1 | $6K | Hold |
313
| – | – | ﹤0.01% | 972 |
|
|
2018
Q4 | $5K | Buy |
+313
| New | +$5K | ﹤0.01% | 962 |
|
|
2018
Q3 | – | Sell |
-313
| Closed | -$5K | – | 1276 |
|
|
2018
Q2 | $5K | Hold |
313
| – | – | ﹤0.01% | 1171 |
|
|
2018
Q1 | $5K | Buy |
313
+2
| +0.6% | +$32 | ﹤0.01% | 1160 |
|
|
2017
Q4 | $5K | Buy |
311
+1
| +0.3% | +$16 | ﹤0.01% | 1092 |
|
|
2017
Q3 | $5K | Hold |
310
| – | – | ﹤0.01% | 896 |
|
|
2017
Q2 | $5K | Buy |
+310
| New | +$5K | ﹤0.01% | 1065 |
|