Gary Goldberg Planning Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $794K | Buy |
19,344
+12,540
| +184% | +$515K | 0.33% | 51 |
|
|
2014
Q3 | $257K | Buy |
6,804
+732
| +12% | +$27.6K | 0.11% | 96 |
|
|
2014
Q2 | $235K | Sell |
6,072
-2,376
| -28% | -$92K | 0.1% | 105 |
|
|
2014
Q1 | $310K | Buy |
8,448
+12
| +0.1% | +$440 | 0.15% | 84 |
|
|
2013
Q4 | $331K | Buy |
8,436
+18
| +0.2% | +$706 | 0.19% | 71 |
|
|
2013
Q3 | $324K | Sell |
8,418
-4,614
| -35% | -$178K | 0.2% | 70 |
|
|
2013
Q2 | $427K | Buy |
+13,032
| New | +$427K | 0.27% | 57 |
|