Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-127
| Closed | -$3K | – | 1378 |
|
|
2023
Q3 | $3K | Hold |
127
| – | – | ﹤0.01% | 1342 |
|
|
2023
Q2 | $3K | Hold |
127
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q1 | $3K | Hold |
127
| – | – | ﹤0.01% | 1273 |
|
|
2022
Q4 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 1139 |
|
|
2022
Q3 | – | Sell |
-2,227
| Closed | -$42K | – | 1218 |
|
|
2022
Q2 | $42K | Hold |
2,227
| – | – | 0.01% | 493 |
|
|
2022
Q1 | $49K | Hold |
2,227
| – | – | 0.01% | 525 |
|
|
2021
Q4 | $53K | Hold |
2,227
| – | – | 0.01% | 515 |
|
|
2021
Q3 | $48K | Hold |
2,227
| – | – | 0.01% | 517 |
|
|
2021
Q2 | $52K | Buy |
+2,227
| New | +$52K | 0.01% | 516 |
|
|
2021
Q1 | – | Sell |
-127
| Closed | -$3K | – | 1054 |
|
|
2020
Q4 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 914 |
|