TruWealth Advisors’s Wendy's WEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,755	Closed	-$218K	–	120
2021 Q1	$218K	Buy	10,755 +850	+9%	+$17.2K	0.03%	104
2020 Q4	$217K	Buy	+9,905	New	+$217K	0.03%	103