Hefty Wealth Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $682K | Buy |
11,789
+11,715
| +15,831% | +$678K | 0.44% | 70 |
|
|
2017
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 223 |
|
|
2017
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 218 |
|
|
2017
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 205 |
|
|
2017
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 205 |
|
|
2016
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 200 |
|
|
2016
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 204 |
|
|
2016
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 175 |
|
|
2016
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 182 |
|
|
2015
Q4 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 170 |
|