Psagot Value Holdings’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 |
-13,000
| Closed | -$254K | – | 528 |
|
|
2023
Q4 | $254K | Hold |
13,000
| – | – | 0.11% | 149 |
|
|
2023
Q3 | $265K | Hold |
13,000
| – | – | 0.13% | 123 |
|
|
2023
Q2 | $284K | Hold |
13,000
| – | – | 0.14% | 131 |
|
|
2023
Q1 | $274K | Buy |
13,000
+2,000
| +18% | +$42.2K | 0.11% | 132 |
|
|
2022
Q4 | $249K | Hold |
11,000
| – | – | 0.07% | 160 |
|
|
2022
Q3 | $206K | Buy |
+11,000
| New | +$206K | 0.06% | 173 |
|