Cardinal Strategic Wealth Guidance’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,508
| Closed | -$228K | – | 98 |
|
|
2022
Q1 | $228K | Sell |
2,508
-105
| -4% | -$9.55K | 0.1% | 67 |
|
|
2021
Q4 | $306K | Sell |
2,613
-132
| -5% | -$15.5K | 0.14% | 60 |
|
|
2021
Q3 | $303K | Hold |
2,745
| – | – | 0.16% | 58 |
|
|
2021
Q2 | $307K | Hold |
2,745
| – | – | 0.16% | 56 |
|
|
2021
Q1 | $300K | Sell |
2,745
-70
| -2% | -$7.65K | 0.18% | 55 |
|
|
2020
Q4 | $301K | Sell |
2,815
-488
| -15% | -$52.2K | 0.18% | 44 |
|
|
2020
Q3 | $284K | Sell |
3,303
-781
| -19% | -$67.2K | 0.2% | 46 |
|
|
2020
Q2 | $301K | Sell |
4,084
-134
| -3% | -$9.88K | 0.22% | 42 |
|
|
2020
Q1 | $277K | Sell |
4,218
-318
| -7% | -$20.9K | 0.25% | 42 |
|
|
2019
Q4 | $399K | Buy |
+4,536
| New | +$399K | 0.34% | 42 |
|