Compass Financial Advisors’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 |
-2,771
| Closed | -$289K | – | 81 |
|
|
2023
Q1 | $289K | Sell |
2,771
-10
| -0.4% | -$1.04K | 0.37% | 90 |
|
|
2022
Q4 | $276K | Sell |
2,781
-139
| -5% | -$13.8K | 0.37% | 94 |
|
|
2022
Q3 | $246K | Sell |
2,920
-173
| -6% | -$14.6K | 0.37% | 92 |
|
|
2022
Q2 | $236K | Buy |
3,093
+51
| +2% | +$3.89K | 0.32% | 104 |
|
|
2022
Q1 | $277K | Sell |
3,042
-1,058
| -26% | -$96.3K | 0.31% | 111 |
|
|
2021
Q4 | $480K | Buy |
+4,100
| New | +$480K | 0.53% | 73 |
|