Fusion Family Wealth’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-120
| Closed | -$8K | – | 227 |
|
|
2018
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 190 |
|
|
2018
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 206 |
|
|
2018
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 229 |
|
|
2018
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 208 |
|
|
2017
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 221 |
|
|
2017
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 171 |
|
|
2017
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 214 |
|
|
2017
Q1 | $7K | Sell |
120
-2,006
| -94% | -$117K | ﹤0.01% | 215 |
|
|
2016
Q4 | $123K | Buy |
+2,126
| New | +$123K | 0.07% | 83 |
|