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Leeward Financial Partners’s Shake Shack SHAK Stock Holding History

Leeward Financial Partners’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,250
Closed -$315K – 97
2023
Q4 		$315K Sell
4,250
-201
-5% -$12.3K 0.15% 69
2023
Q3 		$258K Sell
4,451
-305
-6% -$21.7K 0.14% 69
2023
Q2 		$370K Buy
4,756
+521
+12% +$33.5K 0.21% 62
2023
Q1 		$235K Buy
+4,235
New +$234K 0.14% 68
2022
Q2 		– Sell
-4,000
Closed -$272K – 75
2022
Q1 		$272K Hold
4,000
– – 0.17% 63
2021
Q4 		$289K Buy
+4,000
New +$304K 0.18% 56

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EC
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VBA
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