KCS Wealth Advisory’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,365
| Closed | -$258K | – | 155 |
|
|
2021
Q1 | $258K | Buy |
+2,365
| New | +$258K | 0.13% | 131 |
|
|
2019
Q4 | – | Sell |
-660
| Closed | -$58.3K | – | 357 |
|
|
2019
Q3 | $58.3K | Buy |
+660
| New | +$58.3K | 0.04% | 230 |
|
|
2018
Q1 | – | Sell |
-4,127
| Closed | -$237K | – | 178 |
|
|
2017
Q4 | $237K | Buy |
+4,127
| New | +$237K | 0.23% | 144 |
|