SWM
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Selective Wealth Management’s Wendy's WEN Stock Holding History

Selective Wealth Management’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% +$6.89K 0.01% 309
2021
Q1 		$6K Buy
+300
New +$6.23K 0.01% 302

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