Secure Asset Management’s Wendy's WEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,297
Closed -$213K 177
2022
Q2
$213K Buy
+11,297
New +$213K 0.12% 150
2020
Q2
Sell
-26,489
Closed -$394K 163
2020
Q1
$394K Buy
+26,489
New +$394K 0.42% 60