KWA

Kingswood Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,030	Closed	-$213K	–	645
2023 Q3	$213K	Buy	7,030 +6	+0.1%	+$182	0.04%	383
2023 Q2	$243K	Buy	+7,024	New	+$243K	0.08%	223