TD Private Client Wealth’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-24
| Closed | -$520 | – | 1287 |
|
|
2021
Q3 | $520 | Hold |
24
| – | – | ﹤0.01% | 1162 |
|
|
2021
Q2 | $562 | Hold |
24
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q1 | $486 | Sell |
24
-3
| -11% | -$61 | ﹤0.01% | 1127 |
|
|
2020
Q4 | $592 | Hold |
27
| – | – | ﹤0.01% | 1073 |
|
|
2020
Q3 | $602 | Buy |
27
+3
| +13% | +$67 | ﹤0.01% | 1013 |
|
|
2020
Q2 | $523 | Hold |
24
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q1 | $357 | Hold |
24
| – | – | ﹤0.01% | 996 |
|
|
2019
Q4 | $533 | Buy |
+24
| New | +$533 | ﹤0.01% | 986 |
|