Proficio Capital Partners’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 |
-233
| Closed | -$5K | – | 1539 |
|
|
2019
Q2 | $5K | Buy |
233
+46
| +25% | +$987 | ﹤0.01% | 1237 |
|
|
2019
Q1 | $3K | Buy |
187
+47
| +34% | +$754 | ﹤0.01% | 1287 |
|
|
2018
Q4 | $2K | Hold |
140
| – | – | ﹤0.01% | 1051 |
|
|
2018
Q3 | $2K | Hold |
140
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q2 | $2K | Hold |
140
| – | – | ﹤0.01% | 1144 |
|
|
2018
Q1 | $2K | Hold |
140
| – | – | ﹤0.01% | 1141 |
|
|
2017
Q4 | $2K | Sell |
140
-59
| -30% | -$843 | ﹤0.01% | 1125 |
|
|
2017
Q3 | $3K | Sell |
199
-56
| -22% | -$844 | ﹤0.01% | 1052 |
|
|
2017
Q2 | $4K | Hold |
255
| – | – | ﹤0.01% | 1014 |
|
|
2017
Q1 | $4K | Buy |
+255
| New | +$4K | ﹤0.01% | 1043 |
|