CWA
Canvas Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,990
| Closed | -$205K | – | 131 |
|
|
2023
Q2 | $205K | Sell |
1,990
-585
| -23% | -$60.1K | 0.08% | 125 |
|
|
2023
Q1 | $290K | Sell |
2,575
-784
| -23% | -$88.4K | 0.12% | 111 |
|
|
2022
Q4 | $353K | Buy |
3,359
+85
| +3% | +$8.93K | 0.15% | 102 |
|
|
2022
Q3 | $281K | Sell |
3,274
-357
| -10% | -$30.6K | 0.12% | 95 |
|
|
2022
Q2 | $277K | Buy |
3,631
+946
| +35% | +$72.2K | 0.11% | 102 |
|
|
2022
Q1 | $200K | Sell |
2,685
-1,032
| -28% | -$76.9K | 0.07% | 139 |
|
|
2021
Q4 | $435K | Sell |
3,717
-75
| -2% | -$8.78K | 0.16% | 96 |
|
|
2021
Q3 | $418K | Sell |
3,792
-138
| -4% | -$15.2K | 0.17% | 85 |
|
|
2021
Q2 | $439K | Buy |
3,930
+329
| +9% | +$36.8K | 0.2% | 81 |
|
|
2021
Q1 | $410K | Buy |
+3,601
| New | +$410K | 0.24% | 74 |
|