Patriot Financial Group Insurance Agency’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-176
| Closed | -$4K | – | 2264 |
|
|
2021
Q4 | $4K | Buy |
176
+1
| +0.6% | +$23 | ﹤0.01% | 1816 |
|
|
2021
Q3 | $4K | Buy |
175
+1
| +0.6% | +$23 | ﹤0.01% | 1800 |
|
|
2021
Q2 | $4K | Hold |
174
| – | – | ﹤0.01% | 1739 |
|
|
2021
Q1 | $4K | Buy |
+174
| New | +$4K | ﹤0.01% | 1651 |
|
|
2019
Q4 | – | Sell |
-125
| Closed | -$2K | – | 1474 |
|
|
2019
Q3 | $2K | Sell |
125
-875
| -88% | -$14K | ﹤0.01% | 1127 |
|
|
2019
Q2 | $19K | Hold |
1,000
| – | – | 0.01% | 664 |
|
|
2019
Q1 | $18K | Hold |
1,000
| – | – | 0.01% | 580 |
|
|
2018
Q4 | $16K | Buy |
+1,000
| New | +$16K | 0.01% | 518 |
|