D. Scott Neal’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$49K | – | 56 |
|
|
2018
Q2 | $49K | Hold |
1,000
| – | – | 0.03% | 60 |
|
|
2018
Q1 | $58K | Hold |
1,000
| – | – | 0.03% | 74 |
|
|
2017
Q4 | $57K | Hold |
1,000
| – | – | 0.03% | 77 |
|
|
2017
Q3 | $54K | Hold |
1,000
| – | – | 0.03% | 77 |
|
|
2017
Q2 | $58K | Sell |
1,000
-500
| -33% | -$29K | 0.04% | 92 |
|
|
2017
Q1 | $88K | Hold |
1,500
| – | – | 0.06% | 69 |
|
|
2016
Q4 | $83K | Hold |
1,500
| – | – | 0.06% | 63 |
|
|
2016
Q3 | $81K | Hold |
1,500
| – | – | 0.06% | 58 |
|
|
2016
Q2 | $86K | Buy |
1,500
+1,000
| +200% | +$57.3K | 0.08% | 55 |
|
|
2016
Q1 | $30K | Hold |
500
| – | – | 0.03% | 67 |
|
|
2015
Q4 | $30K | Buy |
+500
| New | +$30K | 0.02% | 72 |
|