WealthPLAN Partners’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-200
| Closed | -$2.71K | – | 427 |
|
|
2017
Q1 | $2.71K | Buy |
+200
| New | +$2.71K | 0.01% | 395 |
|
|
2016
Q3 | $82.4K | Sell |
7,820
-300
| -4% | -$3.16K | 0.03% | 253 |
|
|
2016
Q2 | $75.2K | Buy |
+8,120
| New | +$75.2K | 0.01% | 725 |
|
|
2015
Q4 | $84.2K | Buy |
+8,420
| New | +$84.2K | 0.01% | 464 |
|
|
2015
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 374 |
|
|
2015
Q1 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 475 |
|