Curated Wealth Partners’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,706
Closed -$201K 158
2022
Q1
$201K Hold
1,706
0.07% 135
2021
Q4
$201K Buy
+1,706
New +$201K 0.07% 139