SWA
Sutton Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$1.64K | ﹤0.01% | 909 |
|
|
2022
Q2 | $6.92K | Sell |
262
-459
| -64% | -$12.1K | ﹤0.01% | 1004 |
|
|
2022
Q1 | $28.7K | Buy |
721
+495
| +219% | +$19.7K | 0.01% | 588 |
|
|
2021
Q4 | $8.85K | Sell |
226
-207
| -48% | -$8.1K | ﹤0.01% | 973 |
|
|
2021
Q3 | $20.4K | Buy |
433
+23
| +6% | +$1.08K | 0.01% | 690 |
|
|
2021
Q2 | $22.2K | Buy |
410
+198
| +93% | +$10.7K | 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 | +$4.86K | ﹤0.01% | 902 |
|