Avitas Wealth Management’s Shake Shack SHAK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-5,078
Closed -$498K 178
2019
Q3
$498K Sell
5,078
-2,605
-34% -$255K 0.14% 144
2019
Q2
$555K Sell
7,683
-200
-3% -$14.4K 0.15% 140
2019
Q1
$466K Buy
+7,883
New +$466K 0.14% 143