WealthPLAN Partners’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50
| Closed | -$3.89K | – | 1015 |
|
|
2023
Q2 | $3.89K | Hold |
50
| – | – | ﹤0.01% | 957 |
|
|
2023
Q1 | $2.78K | Buy |
+50
| New | +$2.78K | ﹤0.01% | 1092 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$16.2K | – | 379 |
|
|
2017
Q1 | $16.2K | Buy |
+500
| New | +$16.2K | 0.06% | 207 |
|
|
2016
Q3 | $16.8K | Sell |
500
-500
| -50% | -$16.8K | 0.01% | 515 |
|
|
2016
Q2 | $18.2K | Buy |
+1,000
| New | +$18.2K | ﹤0.01% | 1455 |
|
|
2015
Q4 | $19.8K | Buy |
+1,500
| New | +$19.8K | ﹤0.01% | 922 |
|
|
2015
Q2 | $30K | Sell |
500
-500
| -50% | -$30K | 0.01% | 227 |
|
|
2015
Q1 | $50K | Buy |
+1,000
| New | +$50K | 0.02% | 240 |
|