Vigilant Capital Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,091
| Closed | -$33K | – | 485 |
|
|
2018
Q4 | $33K | Sell |
2,091
-1,000
| -32% | -$15.8K | 0.01% | 284 |
|
|
2018
Q3 | $53K | Buy |
3,091
+1,000
| +48% | +$17.1K | 0.01% | 272 |
|
|
2018
Q2 | $36K | Hold |
2,091
| – | – | 0.01% | 284 |
|
|
2018
Q1 | $37K | Hold |
2,091
| – | – | 0.01% | 256 |
|
|
2017
Q4 | $34K | Buy |
+2,091
| New | +$34K | ﹤0.01% | 258 |
|