Ethos Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,199
| Closed | -$211K | – | 299 |
|
|
2023
Q4 | $211K | Sell |
2,199
-892
| -29% | -$85.6K | 0.04% | 244 |
|
|
2023
Q3 | $282K | Buy |
3,091
+716
| +30% | +$65.4K | 0.07% | 138 |
|
|
2023
Q2 | $247K | Hold |
2,375
| – | – | 0.08% | 114 |
|
|
2023
Q1 | $247K | Sell |
2,375
-1,756
| -43% | -$183K | 0.08% | 137 |
|
|
2022
Q4 | $410K | Buy |
+4,131
| New | +$410K | 0.14% | 87 |
|