Sowell Financial Services’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,304
| Closed | -$30K | – | 2730 |
|
|
2021
Q1 | $30K | Sell |
1,304
-512
| -28% | -$11.8K | ﹤0.01% | 1875 |
|
|
2020
Q4 | $40K | Hold |
1,816
| – | – | ﹤0.01% | 1485 |
|
|
2020
Q3 | $40K | Hold |
1,816
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q2 | $40K | Hold |
1,816
| – | – | ﹤0.01% | 1238 |
|
|
2020
Q1 | $27K | Hold |
1,816
| – | – | ﹤0.01% | 1286 |
|
|
2019
Q4 | $40K | Sell |
1,816
-592
| -25% | -$13K | ﹤0.01% | 1220 |
|
|
2019
Q3 | $48K | Buy |
+2,408
| New | +$48K | ﹤0.01% | 1010 |
|