WFG Advisors’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 | $109K | Buy |
7,017
+2,344
| +50% | +$36.4K | 0.02% | 510 |
|
|
2017
Q1 | $64K | Sell |
4,673
-2,916
| -38% | -$39.9K | 0.02% | 600 |
|
|
2016
Q4 | $103K | Sell |
7,589
-1,272
| -14% | -$17.3K | 0.03% | 520 |
|
|
2016
Q3 | $96K | Hold |
8,861
| – | – | 0.02% | 533 |
|
|
2016
Q2 | $85K | Hold |
8,861
| – | – | 0.02% | 544 |
|
|
2016
Q1 | $96K | Sell |
8,861
-2,300
| -21% | -$24.9K | 0.03% | 478 |
|
|
2015
Q4 | $120K | Sell |
11,161
-2,380
| -18% | -$25.6K | 0.04% | 425 |
|
|
2015
Q3 | $117K | Sell |
13,541
-9,352
| -41% | -$80.8K | 0.04% | 424 |
|
|
2015
Q2 | $258K | Hold |
22,893
| – | – | 0.07% | 272 |
|
|
2015
Q1 | $250K | Buy |
22,893
+346
| +2% | +$3.78K | 0.07% | 294 |
|
|
2014
Q4 | $204K | Hold |
22,547
| – | – | 0.04% | 422 |
|
|
2014
Q3 | $186K | Buy |
22,547
+1,600
| +8% | +$13.2K | 0.04% | 468 |
|
|
2014
Q2 | $179K | Hold |
20,947
| – | – | 0.03% | 475 |
|
|
2014
Q1 | $191K | Buy |
20,947
+4,287
| +26% | +$39.1K | 0.04% | 443 |
|
|
2013
Q4 | $145K | Hold |
16,660
| – | – | 0.02% | 615 |
|
|
2013
Q3 | $141K | Sell |
16,660
-597
| -3% | -$5.05K | 0.02% | 590 |
|
|
2013
Q2 | $101K | Buy |
+17,257
| New | +$101K | 0.02% | 665 |
|