Sargent Bickham Lagudis’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-853
| Closed | -$19K | – | 919 |
|
|
2020
Q3 | $19K | Buy |
853
+2
| +0.2% | +$45 | ﹤0.01% | 518 |
|
|
2020
Q2 | $19K | Buy |
851
+2
| +0.2% | +$45 | ﹤0.01% | 505 |
|
|
2020
Q1 | $13K | Buy |
849
+8
| +1% | +$122 | ﹤0.01% | 525 |
|
|
2019
Q4 | $19K | Buy |
841
+5
| +0.6% | +$113 | ﹤0.01% | 531 |
|
|
2019
Q3 | $17K | Buy |
836
+4
| +0.5% | +$81 | ﹤0.01% | 499 |
|
|
2019
Q2 | $16K | Buy |
832
+4
| +0.5% | +$77 | ﹤0.01% | 536 |
|
|
2019
Q1 | $15K | Buy |
828
+5
| +0.6% | +$91 | ﹤0.01% | 560 |
|
|
2018
Q4 | $13K | Buy |
823
+4
| +0.5% | +$63 | ﹤0.01% | 559 |
|
|
2018
Q3 | $14K | Buy |
819
+4
| +0.5% | +$68 | ﹤0.01% | 557 |
|
|
2018
Q2 | $14K | Buy |
815
+4
| +0.5% | +$69 | ﹤0.01% | 539 |
|
|
2018
Q1 | $14K | Sell |
811
-708
| -47% | -$12.2K | ﹤0.01% | 535 |
|
|
2017
Q4 | $25K | Buy |
1,519
+7
| +0.5% | +$115 | ﹤0.01% | 461 |
|
|
2017
Q3 | $23K | Buy |
1,512
+6
| +0.4% | +$91 | ﹤0.01% | 479 |
|
|
2017
Q2 | $23K | Sell |
1,506
-298
| -17% | -$4.55K | ﹤0.01% | 464 |
|
|
2017
Q1 | $25K | Buy |
+1,804
| New | +$25K | ﹤0.01% | 458 |
|