Spire Wealth Management’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37
| Closed | -$1.21K | – | 2314 |
|
|
2023
Q4 | $1.21K | Hold |
37
| – | – | ﹤0.01% | 2232 |
|
|
2023
Q3 | $1.12K | Hold |
37
| – | – | ﹤0.01% | 2231 |
|
|
2023
Q2 | $1.28K | Hold |
37
| – | – | ﹤0.01% | 2269 |
|
|
2023
Q1 | $1.3K | Hold |
37
| – | – | ﹤0.01% | 2353 |
|
|
2022
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 2145 |
|
|
2022
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 2045 |
|
|
2022
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2469 |
|
|
2022
Q1 | $1K | Sell |
37
-645
| -95% | -$17.4K | ﹤0.01% | 2453 |
|
|
2021
Q4 | $27K | Buy |
682
+645
| +1,743% | +$25.5K | ﹤0.01% | 2003 |
|
|
2021
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 2450 |
|
|
2021
Q2 | $2K | Sell |
37
-589
| -94% | -$31.8K | ﹤0.01% | 2468 |
|
|
2021
Q1 | $39K | Buy |
+626
| New | +$39K | ﹤0.01% | 1854 |
|