Independence Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $650K | Sell |
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|
2020
Q3 | $564K | Sell |
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|
2020
Q2 | $499K | Sell |
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|
2020
Q1 | $575K | Sell |
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|
2019
Q4 | $846K | Hold |
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|
2019
Q3 | $851K | Hold |
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|
2019
Q2 | $806K | Hold |
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|
2019
Q1 | $715K | Hold |
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|
2018
Q4 | $620K | Hold |
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|
2018
Q3 | $547K | Hold |
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|
2018
Q2 | $469K | Hold |
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|
2018
Q1 | $557K | Hold |
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|
2017
Q4 | $552K | Buy |
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