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SkyOak Wealth’s CAVA Group CAVA Stock Holding History

SkyOak Wealth’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,606
Closed -$323K – 260
2024
Q3 		$323K Sell
2,606
-993
-28% -$123K 0.07% 155
2024
Q2 		$334K Buy
+3,599
New +$334K 0.08% 159