IWA
IBEX Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,127
| Closed | -$1.9M | – | 307 |
|
|
2024
Q1 | $1.9M | Buy |
+19,127
| New | +$1.9M | 0.51% | 59 |
|
|
2023
Q1 | $1.93M | Sell |
18,557
-570
| -3% | -$59.3K | 0.5% | 59 |
|
|
2022
Q4 | $1.9M | Buy |
+19,127
| New | +$1.9M | 0.43% | 72 |
|
|
2021
Q4 | – | Sell |
-182
| Closed | -$20K | – | 387 |
|
|
2021
Q3 | $20K | Buy |
+182
| New | +$20K | ﹤0.01% | 317 |
|
|
2019
Q3 | – | Sell |
-22,066
| Closed | -$1.85M | – | 304 |
|
|
2019
Q2 | $1.85M | Buy |
22,066
+90
| +0.4% | +$7.54K | 0.53% | 76 |
|
|
2019
Q1 | $1.63M | Buy |
21,976
+8,022
| +57% | +$596K | 0.57% | 72 |
|
|
2018
Q4 | $899K | Buy |
+13,954
| New | +$899K | 0.41% | 60 |
|
|
2017
Q1 | – | Sell |
-43,789
| Closed | -$2.53M | – | 326 |
|
|
2016
Q4 | $2.53M | Buy |
43,789
+14,822
| +51% | +$855K | 1.21% | 31 |
|
|
2016
Q3 | $1.57M | Buy |
+28,967
| New | +$1.57M | 0.86% | 43 |
|