Selective Wealth Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-600
| Closed | -$11K | – | 729 |
|
|
2022
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 514 |
|
|
2022
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 554 |
|
|
2022
Q1 | $13K | Hold |
600
| – | – | ﹤0.01% | 510 |
|
|
2021
Q4 | $14K | Hold |
600
| – | – | 0.01% | 460 |
|
|
2021
Q3 | $13K | Hold |
600
| – | – | 0.01% | 407 |
|
|
2021
Q2 | $14K | Buy |
600
+300
| +100% | +$7K | 0.01% | 309 |
|
|
2021
Q1 | $6K | Buy |
+300
| New | +$6K | 0.01% | 302 |
|