LWAM
Legacy Wealth Asset Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,575
| Closed | -$808K | – | 353 |
|
|
2022
Q2 | $808K | Buy |
10,575
+279
| +3% | +$21.3K | 0.33% | 120 |
|
|
2022
Q1 | $937K | Buy |
10,296
+501
| +5% | +$45.6K | 0.33% | 116 |
|
|
2021
Q4 | $1.15M | Buy |
9,795
+307
| +3% | +$35.9K | 0.39% | 68 |
|
|
2021
Q3 | $1.05M | Buy |
9,488
+27
| +0.3% | +$2.98K | 0.48% | 56 |
|
|
2021
Q2 | $1.06M | Buy |
9,461
+10
| +0.1% | +$1.12K | 0.47% | 58 |
|
|
2021
Q1 | $1.03M | Buy |
9,451
+85
| +0.9% | +$9.29K | 0.48% | 50 |
|
|
2020
Q4 | $1M | Buy |
+9,366
| New | +$1M | 0.5% | 40 |
|