Integrated Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.83M | Buy |
31,306
+1,399
| +5% | +$81.7K | 0.61% | 45 |
|
|
2016
Q4 | $1.66M | Sell |
29,907
-157
| -0.5% | -$8.71K | 0.62% | 47 |
|
|
2016
Q3 | $1.63M | Buy |
30,064
+104
| +0.3% | +$5.63K | 0.58% | 45 |
|
|
2016
Q2 | $1.71M | Buy |
29,960
+205
| +0.7% | +$11.7K | 0.66% | 36 |
|
|
2016
Q1 | $1.78M | Buy |
29,755
+7,050
| +31% | +$421K | 0.75% | 31 |
|
|
2015
Q4 | $1.36M | Buy |
22,705
+2
| +0% | +$120 | 0.59% | 41 |
|
|
2015
Q3 | $1.29M | Sell |
22,703
-428
| -2% | -$24.3K | 0.56% | 42 |
|
|
2015
Q2 | $1.24M | Sell |
23,131
-961
| -4% | -$51.5K | 0.48% | 45 |
|
|
2015
Q1 | $1.14M | Buy |
+24,092
| New | +$1.14M | 0.48% | 48 |
|