SWS
SYSTM Wealth Solutions’s Cheesecake Factory CAKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,700
| Closed | -$97.6K | – | 712 |
|
|
2024
Q1 | $97.6K | Hold |
2,700
| – | – | 0.01% | 480 |
|
|
2023
Q4 | $94.5K | Buy |
+2,700
| New | +$94.5K | 0.01% | 462 |
|
|
2023
Q2 | – | Sell |
-10,169
| Closed | -$356K | – | 496 |
|
|
2023
Q1 | $356K | Sell |
10,169
-820
| -7% | -$28.7K | 0.05% | 357 |
|
|
2022
Q4 | $348K | Buy |
+10,989
| New | +$348K | 0.04% | 398 |
|