JPLA
Joseph P. Lucia & Associates’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7
| Closed | -$1K | – | 383 |
|
|
2022
Q2 | $1K | Sell |
7
-45
| -87% | -$6.43K | ﹤0.01% | 420 |
|
|
2022
Q1 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 360 |
|
|
2021
Q4 | – | Sell |
-718
| Closed | -$79K | – | 469 |
|
|
2021
Q3 | $79K | Buy |
718
+462
| +180% | +$50.8K | 0.05% | 186 |
|
|
2021
Q2 | $29K | Buy |
256
+146
| +133% | +$16.5K | 0.02% | 272 |
|
|
2021
Q1 | $12K | Hold |
110
| – | – | 0.01% | 345 |
|
|
2020
Q4 | $12K | Buy |
+110
| New | +$12K | 0.01% | 322 |
|
|
2020
Q3 | – | Sell |
-25
| Closed | -$2K | – | 392 |
|
|
2020
Q2 | $2K | Sell |
25
-120
| -83% | -$9.6K | ﹤0.01% | 442 |
|
|
2020
Q1 | $10K | Buy |
+145
| New | +$10K | 0.01% | 288 |
|