Wescott Financial Advisory Group’s Wendy's WEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,028	Closed	-$240K	–	164
2023 Q2	$240K	Buy	+11,028	New	+$240K	0.04%	145