Sageworth Trust’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-29
| Closed | -$1K | – | 598 |
|
|
2022
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 446 |
|
|
2022
Q1 | – | Sell |
-295
| Closed | -$7K | – | 779 |
|
|
2021
Q4 | $7K | Sell |
295
-985
| -77% | -$23.4K | ﹤0.01% | 344 |
|
|
2021
Q3 | $28K | Hold |
1,280
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $30K | Buy |
+1,280
| New | +$30K | ﹤0.01% | 315 |
|