Essex Private Wealth Management’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 |
-3,004
| Closed | -$351K | – | 61 |
|
|
2021
Q4 | $351K | Hold |
3,004
| – | – | 0.3% | 50 |
|
|
2021
Q3 | $331K | Hold |
3,004
| – | – | 0.3% | 53 |
|
|
2021
Q2 | $336K | Hold |
3,004
| – | – | 0.31% | 54 |
|
|
2021
Q1 | $328K | Sell |
3,004
-169
| -5% | -$18.5K | 0.31% | 54 |
|
|
2020
Q4 | $339K | Hold |
3,173
| – | – | 0.33% | 51 |
|
|
2020
Q3 | $272K | Buy |
3,173
+100
| +3% | +$8.57K | 0.28% | 52 |
|
|
2020
Q2 | $226K | Buy |
+3,073
| New | +$226K | 0.26% | 54 |
|