SageView Advisory Group’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 |
-17,307
| Closed | -$333K | – | 873 |
|
|
2023
Q4 | $333K | Buy |
17,307
+256
| +2% | +$4.92K | 0.01% | 477 |
|
|
2023
Q3 | $348K | Sell |
17,051
-1,612
| -9% | -$32.9K | 0.02% | 390 |
|
|
2023
Q2 | $406K | Buy |
18,663
+1,421
| +8% | +$30.9K | 0.02% | 385 |
|
|
2023
Q1 | $376K | Buy |
+17,242
| New | +$376K | 0.02% | 351 |
|