ABFS
Appropriate Balance Financial Services’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $15.1K | Sell |
812
-27
| -3% | -$503 | 0.75% | 15 |
|
|
2017
Q2 | $14.4K | Buy |
839
+13
| +2% | +$223 | 0.73% | 15 |
|
|
2017
Q1 | $14.1K | Sell |
826
-13,914
| -94% | -$238K | 0.71% | 16 |
|
|
2016
Q4 | $818K | Buy |
14,740
+5,600
| +61% | +$311K | 0.5% | 21 |
|
|
2016
Q3 | $494K | Sell |
9,140
-331
| -3% | -$17.9K | 0.32% | 27 |
|
|
2016
Q2 | $540K | Sell |
9,471
-241
| -2% | -$13.7K | 0.36% | 24 |
|
|
2016
Q1 | $579K | Sell |
9,712
-452
| -4% | -$26.9K | 0.4% | 19 |
|
|
2015
Q4 | $610K | Buy |
+10,164
| New | +$610K | 0.42% | 20 |
|