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WP
WealthPLAN Partners’s
Wendy's
WEN
Stock Holding History
WealthPLAN Partners’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
2017
Q2
–
Sell
-200
Closed
-$2.71K
–
428
2017
Q1
$2.71K
Buy
+200
New
+$2.73K
0.01%
395
2016
Q3
$82.4K
Sell
7,820
-300
-4%
-$3.02K
0.03%
253
2016
Q2
$75.2K
Buy
+8,120
New
+$85.2K
0.01%
725
2015
Q4
$84.2K
Buy
+8,420
New
+$83K
0.01%
464
2015
Q2
$3K
Hold
300
–
–
﹤0.01%
374
2015
Q1
$3K
Buy
+300
New
+$3.21K
﹤0.01%
475
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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