XWM
WEN icon

Xcel Wealth Management’s Wendy's WEN Stock Holding History

Xcel Wealth Management’s Portfolio WEN Stock Details WEN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18,400
Closed -$404K – 140
2022
Q1 		$404K Sell
18,400
-2,300
-11% -$50.5K 0.11% 109
2021
Q4 		$494K Sell
20,700
-4,550
-18% -$109K 0.13% 101
2021
Q3 		$547K Buy
+25,250
New +$547K 0.16% 92