CWM
C2C Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,037
| Closed | -$823K | – | 204 |
|
|
2023
Q3 | $823K | Hold |
9,037
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $916K | Sell |
9,037
-278
| -3% | -$28.2K | 0.12% | 88 |
|
|
2023
Q1 | $984K | Buy |
9,315
+2,021
| +28% | +$213K | 0.16% | 83 |
|
|
2022
Q4 | $765K | Sell |
7,294
-312
| -4% | -$32.7K | 0.13% | 75 |
|
|
2022
Q3 | $673K | Sell |
7,606
-1,234
| -14% | -$109K | 0.13% | 84 |
|
|
2022
Q2 | $730K | Buy |
8,840
+185
| +2% | +$15.3K | 0.13% | 83 |
|
|
2022
Q1 | $696K | Sell |
8,655
-226
| -3% | -$18.2K | 0.12% | 94 |
|
|
2021
Q4 | $1.04M | Buy |
+8,881
| New | +$1.04M | 0.15% | 79 |
|