Accel Wealth Management’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-700
| Closed | -$72.9K | – | 727 |
|
2023
Q1 | $72.9K | Hold |
700
| – | – | 0.03% | 394 |
|
2022
Q4 | $69.4K | Buy |
700
+66
| +10% | +$6.55K | 0.03% | 307 |
|
2022
Q3 | $56K | Buy |
634
+39
| +7% | +$3.45K | 0.03% | 344 |
|
2022
Q2 | $47K | Sell |
595
-101
| -15% | -$7.98K | 0.03% | 365 |
|
2022
Q1 | $64K | Hold |
696
| – | – | 0.03% | 323 |
|
2021
Q4 | $81K | Buy |
696
+1
| +0.1% | +$116 | 0.04% | 292 |
|
2021
Q3 | $77K | Sell |
695
-25
| -3% | -$2.77K | 0.05% | 257 |
|
2021
Q2 | $80K | Buy |
720
+1
| +0.1% | +$111 | 0.05% | 263 |
|
2021
Q1 | $79K | Buy |
719
+100
| +16% | +$11K | 0.06% | 248 |
|
2020
Q4 | $66K | Buy |
+619
| New | +$66K | 0.06% | 251 |
|