DCM Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,943
| Closed | -$344K | – | 216 |
|
2021
Q4 | $344K | Sell |
2,943
-13,261
| -82% | -$1.55M | 0.1% | 167 |
|
2021
Q3 | $1.79M | Buy |
16,204
+1,896
| +13% | +$209K | 0.69% | 28 |
|
2021
Q2 | $1.6M | Buy |
14,308
+956
| +7% | +$107K | 0.91% | 20 |
|
2021
Q1 | $1.46M | Sell |
13,352
-5,478
| -29% | -$599K | 0.85% | 26 |
|
2020
Q4 | $2.01M | Buy |
+18,830
| New | +$2.01M | 1.17% | 12 |
|