SWA
Sutton Wealth Advisors’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $531 | Hold |
26
| – | – | ﹤0.01% | 817 |
|
|
2023
Q2 | $566 | Hold |
26
| – | – | ﹤0.01% | 802 |
|
|
2023
Q1 | $566 | Sell |
26
-39
| -60% | -$849 | ﹤0.01% | 762 |
|
|
2022
Q4 | $1.47K | Hold |
65
| – | – | ﹤0.01% | 1248 |
|
|
2022
Q3 | $1.22K | Buy |
65
+26
| +67% | +$486 | ﹤0.01% | 1247 |
|
|
2022
Q2 | $736 | Buy |
39
+9
| +30% | +$170 | ﹤0.01% | 1366 |
|
|
2022
Q1 | $659 | Buy |
30
+4
| +15% | +$88 | ﹤0.01% | 1440 |
|
|
2021
Q4 | $620 | Buy |
+26
| New | +$620 | ﹤0.01% | 1455 |
|