Lehman Financial Resources’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,810
| Closed | -$448K | – | 84 |
|
|
2017
Q4 | $448K | Hold |
7,810
| – | – | 0.23% | 50 |
|
|
2017
Q3 | $419K | Buy |
7,810
+410
| +6% | +$22K | 0.21% | 49 |
|
|
2017
Q2 | $431K | Hold |
7,400
| – | – | 0.24% | 44 |
|
|
2017
Q1 | $432K | Hold |
7,400
| – | – | 0.24% | 44 |
|
|
2016
Q4 | $410K | Buy |
+7,400
| New | +$410K | 0.23% | 41 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$22K | – | 288 |
|
|
2015
Q3 | $22K | Hold |
400
| – | – | 0.01% | 236 |
|
|
2015
Q2 | $21K | Hold |
400
| – | – | 0.01% | 251 |
|
|
2015
Q1 | $19K | Hold |
400
| – | – | 0.01% | 258 |
|
|
2014
Q4 | $16K | Hold |
400
| – | – | 0.01% | 262 |
|
|
2014
Q3 | $15K | Hold |
400
| – | – | 0.01% | 269 |
|
|
2014
Q2 | $15K | Sell |
400
-140
| -26% | -$5.25K | 0.01% | 262 |
|
|
2014
Q1 | $20K | Buy |
540
+140
| +35% | +$5.19K | 0.01% | 225 |
|
|
2013
Q4 | $16K | Buy |
+400
| New | +$16K | 0.01% | 241 |
|