San Francisco Sentry Investment Group’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 |
-1,025
| Closed | -$23K | – | 990 |
|
|
2019
Q4 | $23K | Hold |
1,025
| – | – | 0.01% | 461 |
|
|
2019
Q3 | $20K | Hold |
1,025
| – | – | 0.01% | 479 |
|
|
2019
Q2 | $20K | Hold |
1,025
| – | – | 0.01% | 474 |
|
|
2019
Q1 | $18K | Hold |
1,025
| – | – | 0.01% | 495 |
|
|
2018
Q4 | $16K | Hold |
1,025
| – | – | 0.01% | 505 |
|
|
2018
Q3 | $18K | Hold |
1,025
| – | – | 0.01% | 513 |
|
|
2018
Q2 | $18K | Buy |
1,025
+900
| +720% | +$15.8K | 0.01% | 512 |
|
|
2018
Q1 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 871 |
|