Clear Perspective Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $296K | Buy |
+2,533
| New | +$296K | 0.09% | 140 |
|
|
2018
Q4 | – | Sell |
-15,849
| Closed | -$901K | – | 144 |
|
|
2018
Q3 | $901K | Buy |
15,849
+637
| +4% | +$36.2K | 0.67% | 39 |
|
|
2018
Q2 | $743K | Buy |
15,212
+1,572
| +12% | +$76.8K | 0.52% | 51 |
|
|
2018
Q1 | $790K | Buy |
13,640
+3,460
| +34% | +$200K | 0.59% | 41 |
|
|
2017
Q4 | $585K | Buy |
10,180
+6,080
| +148% | +$349K | 0.45% | 61 |
|
|
2017
Q3 | $220K | Buy |
4,100
+3,800
| +1,267% | +$204K | 0.18% | 128 |
|
|
2017
Q2 | $17K | Buy |
+300
| New | +$17K | 0.01% | 301 |
|