Wealthspire Advisors (Maryland)’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-272
| Closed | -$16K | – | 1773 |
|
|
2019
Q1 | $16K | Buy |
272
+200
| +278% | +$11.8K | ﹤0.01% | 1369 |
|
|
2018
Q4 | $3K | Buy |
72
+69
| +2,300% | +$2.88K | ﹤0.01% | 1981 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2490 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2572 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2627 |
|
|
2017
Q4 | $0 | Sell |
3
-250
| -99% | – | ﹤0.01% | 2588 |
|
|
2017
Q3 | $8K | Buy |
253
+3
| +1% | +$95 | ﹤0.01% | 1658 |
|
|
2017
Q2 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 1581 |
|