WR Wealth Planners’s CAVA Group CAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.26K | Sell |
20
-11
| -35% | -$1.24K | ﹤0.01% | 839 |
|
|
2024
Q3 | $3.84K | Buy |
31
+1
| +3% | +$124 | ﹤0.01% | 785 |
|
|
2024
Q2 | $2.78K | Sell |
30
-28
| -48% | -$2.6K | ﹤0.01% | 819 |
|
|
2024
Q1 | $4.06K | Buy |
+58
| New | +$4.06K | ﹤0.01% | 756 |
|
|
2023
Q4 | – | Sell |
-125
| Closed | -$3.83K | – | 277 |
|
|
2023
Q3 | $3.83K | Buy |
125
+100
| +400% | +$3.06K | ﹤0.01% | 707 |
|
|
2023
Q2 | $1.02K | Buy |
+25
| New | +$1.02K | ﹤0.01% | 825 |
|