KLR Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $409K | Buy |
4,638
+166
| +4% | +$14.6K | 0.3% | 92 |
|
|
2023
Q4 | $429K | Buy |
4,472
+1
| +0% | +$96 | 0.31% | 88 |
|
|
2023
Q3 | $466K | Sell |
4,471
-102
| -2% | -$10.6K | 0.42% | 71 |
|
|
2023
Q2 | $453K | Sell |
4,573
-67
| -1% | -$6.64K | 0.37% | 83 |
|
|
2023
Q1 | $483K | Buy |
4,640
+92
| +2% | +$9.58K | 0.42% | 74 |
|
|
2022
Q4 | $451K | Buy |
+4,548
| New | +$451K | 0.37% | 76 |
|