TS Financial Group (TSFG)’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Hold |
0
| – | – | – | 933 |
|
2023
Q4 | – | Sell |
-4,139
| Closed | -$84K | – | 1056 |
|
2023
Q3 | $84K | Hold |
4,139
| – | – | 0.03% | 222 |
|
2023
Q2 | $90K | Hold |
4,139
| – | – | 0.03% | 203 |
|
2023
Q1 | $90K | Hold |
4,139
| – | – | 0.03% | 204 |
|
2022
Q4 | $94K | Hold |
4,139
| – | – | 0.04% | 199 |
|
2022
Q3 | $77K | Hold |
4,139
| – | – | 0.04% | 202 |
|
2022
Q2 | $78K | Hold |
4,139
| – | – | 0.03% | 215 |
|
2022
Q1 | $91K | Hold |
4,139
| – | – | 0.03% | 220 |
|
2021
Q4 | $99K | Hold |
4,139
| – | – | 0.03% | 217 |
|
2021
Q3 | $90K | Hold |
4,139
| – | – | 0.04% | 230 |
|
2021
Q2 | $97K | Hold |
4,139
| – | – | 0.04% | 214 |
|
2021
Q1 | $84K | Sell |
4,139
-1,500
| -27% | -$30.4K | 0.04% | 200 |
|
2020
Q4 | $124K | Hold |
5,639
| – | – | 0.07% | 141 |
|
2020
Q3 | $126K | Hold |
5,639
| – | – | 0.07% | 128 |
|
2020
Q2 | $123K | Hold |
5,639
| – | – | 0.08% | 123 |
|
2020
Q1 | $84K | Hold |
5,639
| – | – | 0.08% | 134 |
|
2019
Q4 | $125K | Hold |
5,639
| – | – | 0.09% | 120 |
|
2019
Q3 | $113K | Hold |
5,639
| – | – | 0.09% | 126 |
|
2019
Q2 | $110K | Hold |
5,639
| – | – | 0.09% | 130 |
|
2019
Q1 | $101K | Buy |
+5,639
| New | +$101K | 0.09% | 131 |
|