Schubert & Co’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-108
| Closed | -$2.35K | – | 1507 |
|
|
2023
Q1 | $2.35K | Sell |
108
-4
| -4% | -$87 | ﹤0.01% | 829 |
|
|
2022
Q4 | $2.54K | Sell |
112
-2
| -2% | -$45 | ﹤0.01% | 753 |
|
|
2022
Q3 | $2K | Buy |
114
+32
| +39% | +$561 | ﹤0.01% | 936 |
|
|
2022
Q2 | $2K | Buy |
82
+46
| +128% | +$1.12K | ﹤0.01% | 913 |
|
|
2022
Q1 | $1K | Buy |
36
+7
| +24% | +$194 | ﹤0.01% | 975 |
|
|
2021
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 920 |
|