Baker Boyer National Bank’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-3,690
| Closed | -$205K | – | 42 |
|
2016
Q4 | $205K | Hold |
3,690
| – | – | 0.89% | 38 |
|
2016
Q3 | $200K | Hold |
3,690
| – | – | 0.82% | 42 |
|
2016
Q2 | $211K | Hold |
3,690
| – | – | 0.97% | 35 |
|
2016
Q1 | $220K | Hold |
3,690
| – | – | 1.03% | 33 |
|
2015
Q4 | $221K | Buy |
+3,690
| New | +$221K | 1.04% | 31 |
|