Elevated Capital 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 | $641K | Buy |
+7,044
| New | +$641K | 0.21% | 124 |
|
2021
Q3 | $731K | Buy |
+6,628
| New | +$731K | 0.25% | 114 |
|
2021
Q1 | $674K | Buy |
5,796
+867
| +18% | +$101K | 0.26% | 110 |
|
2020
Q4 | $527K | Buy |
4,929
+1,066
| +28% | +$114K | 0.23% | 126 |
|
2020
Q3 | $363K | Buy |
3,863
+88
| +2% | +$8.27K | 0.17% | 133 |
|
2020
Q2 | $334K | Buy |
+3,775
| New | +$334K | 0.16% | 131 |
|
2019
Q4 | $242K | Buy |
+2,756
| New | +$242K | 0.27% | 101 |
|
2019
Q1 | $619K | Buy |
+8,533
| New | +$619K | 0.41% | 88 |
|