V Wealth Advisors’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,280
| Closed | -$821K | – | 477 |
|
|
2021
Q1 | $821K | Sell |
7,280
-700
| -9% | -$78.9K | 0.15% | 166 |
|
|
2020
Q4 | $677K | Buy |
7,980
+35
| +0.4% | +$2.97K | 0.14% | 171 |
|
|
2020
Q3 | $512K | Buy |
7,945
+1,000
| +14% | +$64.4K | 0.35% | 78 |
|
|
2020
Q2 | $368K | Buy |
+6,945
| New | +$368K | 0.1% | 232 |
|