Provenance Wealth Advisors’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-566
Closed -$11K 628
2023
Q4
$11K Hold
566
﹤0.01% 312
2023
Q3
$11.6K Buy
+566
New +$11.6K ﹤0.01% 237