Certified Advisory Corp’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-943
| Closed | -$103K | – | 627 |
|
|
2021
Q1 | $103K | Buy |
+943
| New | +$103K | 0.03% | 251 |
|
|
2020
Q2 | $65K | Buy |
883
+357
| +68% | +$26.3K | 0.02% | 266 |
|
|
2020
Q1 | $35K | Buy |
526
+129
| +32% | +$8.58K | 0.01% | 334 |
|
|
2019
Q4 | $35K | Hold |
397
| – | – | 0.01% | 370 |
|
|
2019
Q3 | $35K | Buy |
397
+1
| +0.3% | +$88 | 0.01% | 375 |
|
|
2019
Q2 | $33K | Hold |
396
| – | – | 0.01% | 380 |
|
|
2019
Q1 | $29K | Buy |
396
+71
| +22% | +$5.2K | 0.01% | 379 |
|
|
2018
Q4 | $21K | Hold |
325
| – | – | 0.01% | 423 |
|
|
2018
Q3 | $18K | Buy |
325
+1
| +0.3% | +$55 | 0.01% | 471 |
|
|
2018
Q2 | $16K | Sell |
324
-906
| -74% | -$44.7K | 0.01% | 468 |
|
|
2018
Q1 | $71K | Buy |
1,230
+6
| +0.5% | +$346 | 0.04% | 225 |
|
|
2017
Q4 | $70K | Buy |
+1,224
| New | +$70K | 0.05% | 194 |
|