LBA Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,100
| Closed | -$66K | – | 459 |
|
|
2016
Q1 | $66K | Sell |
1,100
-1,700
| -61% | -$102K | 0.04% | 178 |
|
|
2015
Q4 | $168K | Hold |
2,800
| – | – | 0.1% | 126 |
|
|
2015
Q3 | $159K | Buy |
2,800
+2,000
| +250% | +$114K | 0.1% | 121 |
|
|
2015
Q2 | $43K | Hold |
800
| – | – | 0.03% | 177 |
|
|
2015
Q1 | $38K | Hold |
800
| – | – | 0.02% | 182 |
|
|
2014
Q4 | $33K | Buy |
800
+752
| +1,567% | +$31K | 0.02% | 183 |
|
|
2014
Q3 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 408 |
|