JOYN Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,356
| Closed | -$208K | – | 129 |
|
|
2019
Q3 | $208K | Buy |
+2,356
| New | +$208K | 0.05% | 112 |
|
|
2019
Q1 | – | Sell |
-2,145
| Closed | -$138K | – | 1153 |
|
|
2018
Q4 | $138K | Buy |
2,145
+945
| +79% | +$60.8K | 0.03% | 154 |
|
|
2018
Q3 | $68K | Buy |
1,200
+469
| +64% | +$26.6K | 0.01% | 312 |
|
|
2018
Q2 | $36K | Buy |
731
+453
| +163% | +$22.3K | 0.01% | 490 |
|
|
2018
Q1 | $16K | Buy |
+278
| New | +$16K | ﹤0.01% | 713 |
|