Beacon Financial Advisory’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,033
Closed -$645K 234
2020
Q4
$645K Buy
6,033
+602
+11% +$64.4K 0.42% 74
2020
Q3
$466K Buy
+5,431
New +$466K 0.41% 79
2020
Q1
Sell
-2,303
Closed -$202K 162
2019
Q4
$202K Buy
+2,303
New +$202K 0.17% 154