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Valeo Financial Advisors’s Wendy's WEN Stock Holding History

Valeo Financial Advisors’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,287
Closed -$26K – 1825
2021
Q1 		$26K Sell
1,287
-6,345
-83% -$132K ﹤0.01% 1085
2020
Q4 		$167K Hold
7,632
– – 0.01% 451
2020
Q3 		$170K Sell
7,632
-2,538
-25% -$55.9K 0.01% 355
2020
Q2 		$221K Hold
10,170
– – 0.02% 302
2020
Q1 		$170K Sell
10,170
-124
-1% -$2.44K 0.02% 321
2019
Q4 		$229K Buy
10,294
+527
+5% +$11.2K 0.02% 294
2019
Q3 		$195K Hold
9,767
– – 0.02% 303
2019
Q2 		$191K Sell
9,767
-62
-0.6% -$1.17K 0.02% 296
2019
Q1 		$176K Buy
9,829
+2,929
+42% +$49.8K 0.02% 301
2018
Q4 		$108K Hold
6,900
– – 0.02% 362
2018
Q3 		$118K Buy
6,900
+6,600
+2,200% +$115K 0.02% 368
2018
Q2 		$5K Sell
300
-100
-25% -$1.7K ﹤0.01% 1158
2018
Q1 		$7K Buy
+400
New +$6.64K ﹤0.01% 1048

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