Wealthcare Advisory Partners’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 |
-47
| Closed | -$1K | – | 1867 |
|
|
2021
Q1 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 2029 |
|
|
2020
Q2 | – | Sell |
-543
| Closed | -$8K | – | 1359 |
|
|
2020
Q1 | $8K | Hold |
543
| – | – | ﹤0.01% | 992 |
|
|
2019
Q4 | $12K | Hold |
543
| – | – | ﹤0.01% | 899 |
|
|
2019
Q3 | $11K | Buy |
+543
| New | +$11K | ﹤0.01% | 907 |
|