AWMS
Advocacy Wealth Management Services’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-400
| Closed | -$26K | – | 169 |
|
|
2018
Q4 | $26K | Hold |
400
| – | – | 0.02% | 69 |
|
|
2018
Q3 | $23K | Hold |
400
| – | – | 0.01% | 83 |
|
|
2018
Q2 | $20K | Hold |
400
| – | – | 0.01% | 87 |
|
|
2018
Q1 | $23K | Hold |
400
| – | – | 0.02% | 79 |
|
|
2017
Q4 | $23K | Sell |
400
-600
| -60% | -$34.5K | 0.02% | 97 |
|
|
2017
Q3 | $56K | Buy |
1,000
+400
| +67% | +$22.4K | 0.02% | 61 |
|
|
2017
Q2 | $35K | Hold |
600
| – | – | 0.01% | 94 |
|
|
2017
Q1 | $35K | Sell |
600
-300
| -33% | -$17.5K | 0.01% | 98 |
|
|
2016
Q4 | $50K | Hold |
900
| – | – | 0.02% | 72 |
|
|
2016
Q3 | $49K | Hold |
900
| – | – | 0.02% | 116 |
|
|
2016
Q2 | $51K | Sell |
900
-700
| -44% | -$39.7K | 0.03% | 143 |
|
|
2016
Q1 | $96K | Sell |
1,600
-100
| -6% | -$6K | 0.07% | 130 |
|
|
2015
Q4 | $102K | Buy |
+1,700
| New | +$102K | 0.12% | 121 |
|
|
2013
Q3 | $27K | Buy |
+350
| New | +$27K | 0.07% | 158 |
|