TrueWealth LLC’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-60
| Closed | -$2K | – | 723 |
|
|
2019
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 665 |
|
|
2019
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 599 |
|
|
2019
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 608 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 623 |
|
|
2018
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 610 |
|
|
2018
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 669 |
|
|
2018
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 682 |
|
|
2018
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 644 |
|
|
2017
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 747 |
|