Clearview Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,451
| Closed | -$144K | – | 521 |
|
|
2023
Q2 | $144K | Buy |
1,451
+22
| +2% | +$2.18K | 0.15% | 121 |
|
|
2023
Q1 | $149K | Sell |
1,429
-98
| -6% | -$10.2K | 0.15% | 125 |
|
|
2022
Q4 | $152K | Buy |
1,527
+2
| +0.1% | +$199 | 0.12% | 97 |
|
|
2022
Q3 | $129K | Buy |
1,525
+1
| +0.1% | +$85 | 0.1% | 95 |
|
|
2022
Q2 | $116K | Buy |
1,524
+3
| +0.2% | +$228 | 0.09% | 112 |
|
|
2022
Q1 | $138K | Sell |
1,521
-472
| -24% | -$42.8K | 0.09% | 102 |
|
|
2021
Q4 | $233K | Buy |
1,993
+3
| +0.2% | +$351 | 0.14% | 104 |
|
|
2021
Q3 | $220K | Buy |
1,990
+4
| +0.2% | +$442 | 0.14% | 106 |
|
|
2021
Q2 | $222K | Buy |
1,986
+3
| +0.2% | +$335 | 0.14% | 107 |
|
|
2021
Q1 | $217K | Buy |
1,983
+3
| +0.2% | +$328 | 0.14% | 109 |
|
|
2020
Q4 | $212K | Buy |
+1,980
| New | +$212K | 0.14% | 105 |
|