Independence Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $650K | Sell |
6,075
-496
| -8% | -$53.1K | 1.46% | 9 |
|
|
2020
Q3 | $564K | Sell |
6,571
-207
| -3% | -$17.8K | 1.46% | 9 |
|
|
2020
Q2 | $499K | Sell |
6,778
-1,975
| -23% | -$145K | 1.2% | 15 |
|
|
2020
Q1 | $575K | Sell |
8,753
-867
| -9% | -$57K | 0.69% | 17 |
|
|
2019
Q4 | $846K | Hold |
9,620
| – | – | 0.82% | 17 |
|
|
2019
Q3 | $851K | Hold |
9,620
| – | – | 0.9% | 18 |
|
|
2019
Q2 | $806K | Hold |
9,620
| – | – | 0.79% | 18 |
|
|
2019
Q1 | $715K | Hold |
9,620
| – | – | 0.77% | 19 |
|
|
2018
Q4 | $620K | Hold |
9,620
| – | – | 0.75% | 17 |
|
|
2018
Q3 | $547K | Hold |
9,620
| – | – | 0.55% | 18 |
|
|
2018
Q2 | $469K | Hold |
9,620
| – | – | 0.49% | 18 |
|
|
2018
Q1 | $557K | Hold |
9,620
| – | – | 0.51% | 21 |
|
|
2017
Q4 | $552K | Buy |
+9,620
| New | +$552K | 0.5% | 22 |
|