Longer Investments’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-28,172
| Closed | -$1.69M | – | 55 |
|
|
2015
Q4 | $1.69M | Sell |
28,172
-1,260
| -4% | -$75.6K | 1.49% | 23 |
|
|
2015
Q3 | $1.67M | Sell |
29,432
-7,923
| -21% | -$450K | 1.97% | 18 |
|
|
2015
Q2 | $2M | Sell |
37,355
-2,085
| -5% | -$112K | 1.76% | 18 |
|
|
2015
Q1 | $1.87M | Sell |
39,440
-13,990
| -26% | -$662K | 1.42% | 22 |
|
|
2014
Q4 | $2.19M | Buy |
+53,430
| New | +$2.19M | 1.62% | 24 |
|
|
2014
Q3 | – | Sell |
-55,080
| Closed | -$2.13M | – | 45 |
|
|
2014
Q2 | $2.13M | Buy |
+55,080
| New | +$2.13M | 1.61% | 27 |
|