Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-170
| Closed | -$4K | – | 366 |
|
|
2020
Q2 | $4K | Buy |
+170
| New | +$4K | ﹤0.01% | 343 |
|
|
2020
Q1 | – | Sell |
-170
| Closed | -$4K | – | 387 |
|
|
2019
Q4 | $4K | Hold |
170
| – | – | ﹤0.01% | 375 |
|
|
2019
Q3 | $3K | Hold |
170
| – | – | ﹤0.01% | 385 |
|
|
2019
Q2 | $3K | Hold |
170
| – | – | ﹤0.01% | 373 |
|
|
2019
Q1 | $3K | Hold |
170
| – | – | ﹤0.01% | 376 |
|
|
2018
Q4 | $3K | Hold |
170
| – | – | ﹤0.01% | 365 |
|
|
2018
Q3 | $3K | Hold |
170
| – | – | ﹤0.01% | 368 |
|
|
2018
Q2 | $3K | Hold |
170
| – | – | ﹤0.01% | 350 |
|
|
2018
Q1 | $3K | Hold |
170
| – | – | ﹤0.01% | 380 |
|
|
2017
Q4 | $3K | Buy |
+170
| New | +$3K | ﹤0.01% | 382 |
|