San Luis 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
2023
Q4
Sell
-10,535
Closed -$215K 79
2023
Q3
$215K Sell
10,535
-18,300
-63% -$373K 0.1% 66
2023
Q2
$627K Buy
+28,835
New +$627K 0.22% 106