Clark Financial Services Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,155
| Closed | -$224K | – | 58 |
|
|
2023
Q1 | $224K | Hold |
2,155
| – | – | 0.33% | 49 |
|
|
2022
Q4 | $214K | Buy |
+2,155
| New | +$214K | 0.25% | 52 |
|
|
2022
Q1 | – | Sell |
-2,294
| Closed | -$268K | – | 70 |
|
|
2021
Q4 | $268K | Buy |
2,294
+150
| +7% | +$17.5K | 0.18% | 59 |
|
|
2021
Q3 | $237K | Buy |
+2,144
| New | +$237K | 0.18% | 57 |
|