Wealthspire Advisors (Maryland)’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-272
| Closed | -$13K | – | 704 |
|
|
2019
Q1 | $13K | Buy |
272
+15
| +6% | +$717 | ﹤0.01% | 1417 |
|
|
2018
Q4 | $11K | Sell |
257
-36
| -12% | -$1.54K | ﹤0.01% | 1414 |
|
|
2018
Q3 | $16K | Hold |
293
| – | – | ﹤0.01% | 1380 |
|
|
2018
Q2 | $16K | Buy |
293
+7
| +2% | +$382 | ﹤0.01% | 1388 |
|
|
2018
Q1 | $14K | Sell |
286
-5
| -2% | -$245 | ﹤0.01% | 1424 |
|
|
2017
Q4 | $14K | Sell |
291
-58
| -17% | -$2.79K | ﹤0.01% | 1450 |
|
|
2017
Q3 | $15K | Buy |
349
+230
| +193% | +$9.89K | ﹤0.01% | 1394 |
|
|
2017
Q2 | $6K | Buy |
+119
| New | +$6K | ﹤0.01% | 1700 |
|