Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50
| Closed | -$2.25K | – | 1182 |
|
|
2022
Q3 | $2.25K | Hold |
50
| – | – | ﹤0.01% | 1039 |
|
|
2022
Q2 | $1.97K | Hold |
50
| – | – | ﹤0.01% | 1178 |
|
|
2022
Q1 | $3.4K | Buy |
+50
| New | +$3.4K | ﹤0.01% | 957 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | -$428 | – | 1057 |
|
|
2021
Q2 | $428 | Hold |
4
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q1 | $451 | Hold |
4
| – | – | ﹤0.01% | 1059 |
|
|
2020
Q4 | $339 | Buy |
+4
| New | +$339 | ﹤0.01% | 1180 |
|