SWA
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Sutton Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History

Sutton Wealth Advisors’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-318
Closed -$10.1K – 921
2022
Q4 		$10.1K Hold
318
– – ﹤0.01% 940
2022
Q3 		$9.31K Buy
318
+56
+21% +$1.7K ﹤0.01% 909
2022
Q2 		$6.92K Sell
262
-459
-64% -$15.3K ﹤0.01% 1004
2022
Q1 		$28.7K Buy
721
+495
+219% +$18.9K 0.01% 588
2021
Q4 		$8.85K Sell
226
-207
-48% -$8.72K ﹤0.01% 973
2021
Q3 		$20.4K Buy
433
+23
+6% +$1.08K 0.01% 690
2021
Q2 		$22.2K Buy
410
+198
+93% +$11.4K 0.01% 673
2021
Q1 		$12.4K Hold
212
– – ﹤0.01% 812
2020
Q4 		$7.86K Hold
212
– – ﹤0.01% 880
2020
Q3 		$5.88K Hold
212
– – ﹤0.01% 875
2020
Q2 		$4.86K Buy
+212
New +$4.46K ﹤0.01% 902

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State Street
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Invesco
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Dimensional Fund Advisors
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