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

Xcel Wealth Management’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18,400
Closed -$404K – 140
2022
Q1 		$404K Sell
18,400
-2,300
-11% -$51.8K 0.11% 109
2021
Q4 		$494K Sell
20,700
-4,550
-18% -$101K 0.13% 101
2021
Q3 		$547K Buy
+25,250
New +$576K 0.16% 92

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