Halpern Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$5.21K | – | 263 |
|
|
2023
Q1 | $5.21K | Buy |
+50
| New | +$5.21K | ﹤0.01% | 150 |
|
|
2022
Q3 | – | Sell |
-119
| Closed | -$9.09K | – | 303 |
|
|
2022
Q2 | $9.09K | Buy |
+119
| New | +$9.09K | ﹤0.01% | 171 |
|
|
2022
Q1 | – | Sell |
-262
| Closed | -$30.6K | – | 269 |
|
|
2021
Q4 | $30.6K | Hold |
262
| – | – | 0.01% | 111 |
|
|
2021
Q3 | $28.9K | Sell |
262
-921
| -78% | -$102K | 0.01% | 97 |
|
|
2021
Q2 | $132K | Hold |
1,183
| – | – | 0.06% | 44 |
|
|
2021
Q1 | $129K | Buy |
1,183
+283
| +31% | +$30.9K | 0.06% | 42 |
|
|
2020
Q4 | $96.3K | Hold |
900
| – | – | 0.05% | 42 |
|
|
2020
Q3 | $77.3K | Sell |
900
-123
| -12% | -$10.6K | 0.05% | 45 |
|
|
2020
Q2 | $75.3K | Buy |
1,023
+123
| +14% | +$9.05K | 0.05% | 44 |
|
|
2020
Q1 | $59.2K | Hold |
900
| – | – | 0.06% | 43 |
|
|
2019
Q4 | $79.1K | Buy |
+900
| New | +$79.1K | 0.06% | 46 |
|