Realta 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
2020
Q1
Sell
-1,919
Closed -$40K 1397
2019
Q4
$40K Buy
1,919
+1,319
+220% +$27.5K 0.01% 728
2019
Q3
$12K Sell
600
-1,217
-67% -$24.3K ﹤0.01% 1073
2019
Q2
$36K Buy
1,817
+978
+117% +$19.4K 0.01% 758
2019
Q1
$15K Buy
+839
New +$15K 0.01% 838