Bernardo Wealth Planning’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 |
-4,484
| Closed | -$479K | – | 137 |
|
|
2020
Q4 | $479K | Buy |
4,484
+266
| +6% | +$28.4K | 0.18% | 99 |
|
|
2020
Q3 | $362K | Sell |
4,218
-492
| -10% | -$42.2K | 0.16% | 102 |
|
|
2020
Q2 | $346K | Sell |
4,710
-110
| -2% | -$8.08K | 0.19% | 102 |
|
|
2020
Q1 | $316K | Sell |
4,820
-2
| -0% | -$131 | 0.22% | 107 |
|
|
2019
Q4 | $423K | Buy |
4,822
+104
| +2% | +$9.12K | 0.26% | 96 |
|
|
2019
Q3 | $417K | Sell |
4,718
-493
| -9% | -$43.6K | 0.3% | 88 |
|
|
2019
Q2 | $437K | Sell |
5,211
-110
| -2% | -$9.23K | 0.34% | 79 |
|
|
2019
Q1 | $396K | Buy |
5,321
+3
| +0.1% | +$223 | 0.31% | 85 |
|
|
2018
Q4 | $342K | Buy |
+5,318
| New | +$342K | 0.3% | 90 |
|