WFG Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $109K | Buy |
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|
2017
Q1 | $64K | Sell |
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|
2016
Q4 | $103K | Sell |
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|
2016
Q3 | $96K | Hold |
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|
2016
Q2 | $85K | Hold |
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|
2016
Q1 | $96K | Sell |
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|
2015
Q4 | $120K | Sell |
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|
2015
Q3 | $117K | Sell |
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|
2015
Q2 | $258K | Hold |
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|
2015
Q1 | $250K | Buy |
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|
2014
Q4 | $204K | Hold |
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|
2014
Q3 | $186K | Buy |
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|
2014
Q2 | $179K | Hold |
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|
2014
Q1 | $191K | Buy |
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|
2013
Q4 | $145K | Hold |
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|
2013
Q3 | $141K | Sell |
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|
2013
Q2 | $101K | Buy |
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