Weld Capital Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-58,265
| Closed | -$1.28M | – | 572 |
|
|
2020
Q4 | $1.28M | Buy |
58,265
+44,530
| +324% | +$976K | 0.5% | 38 |
|
|
2020
Q3 | $306K | Buy |
+13,735
| New | +$306K | 0.12% | 287 |
|
|
2020
Q2 | – | Sell |
-24,061
| Closed | -$358K | – | 651 |
|
|
2020
Q1 | $358K | Sell |
24,061
-60,146
| -71% | -$895K | 0.18% | 208 |
|
|
2019
Q4 | $1.87M | Sell |
84,207
-32,508
| -28% | -$722K | 0.36% | 70 |
|
|
2019
Q3 | $2.33M | Buy |
116,715
+75,837
| +186% | +$1.52M | 0.43% | 28 |
|
|
2019
Q2 | $800K | Buy |
+40,878
| New | +$800K | 0.15% | 246 |
|