TCI Wealth Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11
| Closed | -$240 | – | 2228 |
|
|
2023
Q1 | $240 | Sell |
11
-1
| -8% | -$22 | ﹤0.01% | 2314 |
|
|
2022
Q4 | $272 | Buy |
12
+1
| +9% | +$23 | ﹤0.01% | 2296 |
|
|
2022
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2613 |
|
|
2014
Q3 | – | Sell |
-2,125
| Closed | -$18K | – | 921 |
|
|
2014
Q2 | $18K | Hold |
2,125
| – | – | 0.01% | 356 |
|
|
2014
Q1 | $19K | Buy |
+2,125
| New | +$19K | 0.01% | 338 |
|