US Financial Advisors’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,740
| Closed | -$342K | – | 74 |
|
|
2021
Q4 | $342K | Buy |
8,740
+4,185
| +92% | +$164K | 0.16% | 49 |
|
|
2021
Q3 | $214K | Hold |
4,555
| – | – | 0.11% | 64 |
|
|
2021
Q2 | $247K | Sell |
4,555
-6,000
| -57% | -$325K | 0.12% | 62 |
|
|
2021
Q1 | $618K | Hold |
10,555
| – | – | 0.17% | 69 |
|
|
2020
Q4 | $391K | Buy |
+10,555
| New | +$391K | 0.12% | 79 |
|