Wealthspire Advisors (Maryland)’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-965
| Closed | -$17K | – | 2073 |
|
|
2019
Q1 | $17K | Sell |
965
-72
| -7% | -$1.27K | ﹤0.01% | 1351 |
|
|
2018
Q4 | $16K | Buy |
1,037
+46
| +5% | +$710 | ﹤0.01% | 1302 |
|
|
2018
Q3 | $17K | Sell |
991
-14
| -1% | -$240 | ﹤0.01% | 1373 |
|
|
2018
Q2 | $17K | Sell |
1,005
-21
| -2% | -$355 | ﹤0.01% | 1382 |
|
|
2018
Q1 | $18K | Buy |
1,026
+64
| +7% | +$1.12K | ﹤0.01% | 1336 |
|
|
2017
Q4 | $16K | Buy |
962
+71
| +8% | +$1.18K | ﹤0.01% | 1412 |
|
|
2017
Q3 | $14K | Hold |
891
| – | – | ﹤0.01% | 1451 |
|
|
2017
Q2 | $14K | Buy |
891
+11
| +1% | +$173 | ﹤0.01% | 1408 |
|
|
2017
Q1 | $12K | Hold |
880
| – | – | ﹤0.01% | 1279 |
|
|
2016
Q4 | $12K | Sell |
880
-520
| -37% | -$7.09K | ﹤0.01% | 1171 |
|
|
2016
Q3 | $15K | Hold |
1,400
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q2 | $13K | Hold |
1,400
| – | – | ﹤0.01% | 1141 |
|
|
2016
Q1 | $15K | Buy |
1,400
+300
| +27% | +$3.21K | ﹤0.01% | 1082 |
|
|
2015
Q4 | $12K | Buy |
+1,100
| New | +$12K | ﹤0.01% | 1153 |
|