Invenio Wealth Partners’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,380
Closed -$218K 98
2024
Q1
$218K Buy
2,380
+246
+12% +$22.5K 0.12% 92
2023
Q4
$205K Buy
+2,134
New +$205K 0.15% 94
2023
Q3
Sell
-2,150
Closed -$213K 92
2023
Q2
$213K Buy
+2,150
New +$213K 0.24% 76