TFO Wealth Partners’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4
| Closed | -$75 | – | 742 |
|
2024
Q1 | $75 | Hold |
4
| – | – | ﹤0.01% | 682 |
|
2023
Q4 | $78 | Hold |
4
| – | – | ﹤0.01% | 828 |
|
2023
Q3 | $87 | Hold |
4
| – | – | ﹤0.01% | 995 |
|
2023
Q2 | $87 | Hold |
4
| – | – | ﹤0.01% | 692 |
|
2023
Q1 | $87 | Sell |
4
-3
| -43% | -$65 | ﹤0.01% | 679 |
|
2022
Q4 | $1.02K | Buy |
+7
| New | +$1.02K | ﹤0.01% | 363 |
|