Steward Financial Group’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2K | Buy |
+127
| New | +$2K | ﹤0.01% | 1062 |
|
|
2023
Q2 | – | Sell |
-150
| Closed | -$3K | – | 1005 |
|
|
2023
Q1 | $3K | Buy |
150
+78
| +108% | +$1.56K | ﹤0.01% | 450 |
|
|
2022
Q4 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 491 |
|
|
2022
Q3 | – | Sell |
-79
| Closed | -$1K | – | 1317 |
|
|
2022
Q2 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 899 |
|