Harvest Group Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-20
| Closed | -$2K | – | 583 |
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 376 |
|
2020
Q3 | $2K | Sell |
20
-80
| -80% | -$8K | ﹤0.01% | 372 |
|
2020
Q2 | $7K | Sell |
100
-124
| -55% | -$8.68K | 0.01% | 237 |
|
2020
Q1 | $14K | Buy |
224
+50
| +29% | +$3.13K | 0.01% | 172 |
|
2019
Q4 | $15K | Hold |
174
| – | – | 0.01% | 193 |
|
2019
Q3 | $15K | Buy |
174
+154
| +770% | +$13.3K | 0.02% | 196 |
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 801 |
|
2019
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 835 |
|