Aris Wealth Services’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-4,552
Closed -$178K 105
2013
Q4
$178K Buy
4,552
+754
+20% +$29.5K 0.3% 85
2013
Q3
$146K Buy
+3,798
New +$146K 0.27% 83