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WealthPLAN Partners’s Shake Shack SHAK Stock Holding History

WealthPLAN Partners’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-50
Closed -$3.89K – 1015
2023
Q2 		$3.89K Hold
50
– – ﹤0.01% 957
2023
Q1 		$2.77K Buy
+50
New +$2.76K ﹤0.01% 1092
2017
Q2 		– Sell
-500
Closed -$16.2K – 380
2017
Q1 		$16.2K Buy
+500
New +$17.3K 0.06% 207
2016
Q3 		$16.8K Sell
500
-500
-50% -$18.5K 0.01% 515
2016
Q2 		$18.2K Buy
+1,000
New +$36.3K ﹤0.01% 1455
2015
Q4 		$19.8K Buy
+1,500
New +$65.8K ﹤0.01% 922
2015
Q2 		$30K Sell
500
-500
-50% -$34.1K 0.01% 227
2015
Q1 		$50K Buy
+1,000
New +$44.9K 0.02% 240

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CIP
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VBA
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