Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-403
| Closed | -$9K | – | 788 |
|
|
2020
Q4 | $9K | Hold |
403
| – | – | ﹤0.01% | 547 |
|
|
2020
Q3 | $9K | Hold |
403
| – | – | ﹤0.01% | 526 |
|
|
2020
Q2 | $9K | Hold |
403
| – | – | ﹤0.01% | 459 |
|
|
2020
Q1 | $6K | Hold |
403
| – | – | ﹤0.01% | 449 |
|
|
2019
Q4 | $9K | Hold |
403
| – | – | ﹤0.01% | 475 |
|
|
2019
Q3 | $8K | Hold |
403
| – | – | ﹤0.01% | 492 |
|
|
2019
Q2 | $8K | Hold |
403
| – | – | ﹤0.01% | 497 |
|
|
2019
Q1 | $7K | Buy |
+403
| New | +$7K | ﹤0.01% | 470 |
|