CWA
Clarus Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $467K | Buy |
4,866
+495
| +11% | +$47.5K | 0.28% | 77 |
|
|
2023
Q1 | $458K | Buy |
4,371
+42
| +1% | +$4.4K | 0.29% | 73 |
|
|
2022
Q4 | $459K | Sell |
4,329
-676
| -14% | -$71.7K | 0.3% | 68 |
|
|
2022
Q3 | $436K | Buy |
+5,005
| New | +$436K | 0.31% | 62 |
|
|
2021
Q2 | – | Sell |
-3,703
| Closed | -$419K | – | 128 |
|
|
2021
Q1 | $419K | Sell |
3,703
-350
| -9% | -$39.6K | 0.26% | 70 |
|
|
2020
Q4 | $424K | Sell |
4,053
-42
| -1% | -$4.39K | 0.28% | 67 |
|
|
2020
Q3 | $356K | Buy |
4,095
+1,338
| +49% | +$116K | 0.28% | 74 |
|
|
2020
Q2 | $205K | Buy |
+2,757
| New | +$205K | 0.17% | 118 |
|
|
2020
Q1 | – | Sell |
-5,064
| Closed | -$458K | – | 141 |
|
|
2019
Q4 | $458K | Buy |
5,064
+2,361
| +87% | +$214K | 0.3% | 87 |
|
|
2019
Q3 | $239K | Buy |
2,703
+2,272
| +527% | +$201K | 0.17% | 116 |
|
|
2019
Q2 | $36K | Sell |
431
-226
| -34% | -$18.9K | 0.03% | 308 |
|
|
2019
Q1 | $49K | Buy |
657
+3
| +0.5% | +$224 | 0.04% | 298 |
|
|
2018
Q4 | $42K | Buy |
654
+3
| +0.5% | +$193 | 0.07% | 285 |
|
|
2018
Q3 | $37K | Buy |
651
+40
| +7% | +$2.27K | 0.02% | 344 |
|
|
2018
Q2 | $35K | Buy |
+611
| New | +$35K | 0.03% | 340 |
|