Yorktown Management & Research Company’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-12,000
| Closed | -$131K | – | 509 |
|
|
2015
Q1 | $131K | Sell |
12,000
-11,500
| -49% | -$126K | 0.02% | 465 |
|
|
2014
Q4 | $212K | Hold |
23,500
| – | – | 0.04% | 388 |
|
|
2014
Q3 | $194K | Hold |
23,500
| – | – | 0.04% | 431 |
|
|
2014
Q2 | $200K | Hold |
23,500
| – | – | 0.04% | 453 |
|
|
2014
Q1 | $214K | Hold |
23,500
| – | – | 0.04% | 405 |
|
|
2013
Q4 | $205K | Hold |
23,500
| – | – | 0.04% | 388 |
|
|
2013
Q3 | $199K | Sell |
23,500
-1,500
| -6% | -$12.7K | 0.04% | 341 |
|
|
2013
Q2 | $146K | Buy |
+25,000
| New | +$146K | 0.03% | 315 |
|