Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-522
| Closed | -$53.9K | – | 422 |
|
|
2024
Q3 | $53.9K | Sell |
522
-45
| -8% | -$4.64K | 0.01% | 248 |
|
|
2024
Q2 | $51K | Hold |
567
| – | – | 0.01% | 246 |
|
|
2024
Q1 | $59K | Buy |
567
+37
| +7% | +$3.85K | 0.01% | 247 |
|
|
2023
Q4 | $39.3K | Hold |
530
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $30.8K | Buy |
+530
| New | +$30.8K | 0.01% | 249 |
|