Waratah Capital Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-70,055
| Closed | -$1.37M | – | 198 |
|
2019
Q2 | $1.37M | Buy |
+70,055
| New | +$1.37M | 0.15% | 80 |
|
2019
Q1 | – | Sell |
-120,705
| Closed | -$1.88M | – | 132 |
|
2018
Q4 | $1.88M | Buy |
+120,705
| New | +$1.88M | 0.23% | 58 |
|
2018
Q3 | – | Sell |
-104,660
| Closed | -$1.8M | – | 186 |
|
2018
Q2 | $1.8M | Buy |
+104,660
| New | +$1.8M | 0.2% | 71 |
|