LWP
Legacy Wealth Planning’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,494
| Closed | -$227K | – | 104 |
|
|
2022
Q1 | $227K | Sell |
2,494
-96
| -4% | -$8.74K | 0.27% | 84 |
|
|
2021
Q4 | $303K | Sell |
2,590
-321
| -11% | -$37.6K | 0.35% | 60 |
|
|
2021
Q3 | $321K | Buy |
2,911
+707
| +32% | +$78K | 0.36% | 58 |
|
|
2021
Q2 | $246K | Hold |
2,204
| – | – | 0.28% | 78 |
|
|
2021
Q1 | $241K | Hold |
2,204
| – | – | 0.31% | 72 |
|
|
2020
Q4 | $236K | Sell |
2,204
-432
| -16% | -$46.3K | 0.3% | 69 |
|
|
2020
Q3 | $226K | Sell |
2,636
-1,065
| -29% | -$91.3K | 0.26% | 65 |
|
|
2020
Q2 | $272K | Hold |
3,701
| – | – | 0.32% | 52 |
|
|
2020
Q1 | $243K | Sell |
3,701
-440
| -11% | -$28.9K | 0.39% | 55 |
|
|
2019
Q4 | $364K | Buy |
+4,141
| New | +$364K | 0.41% | 43 |
|