Lucia Wealth Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $193K | Sell |
2,246
-57
| -2% | -$4.9K | 0.05% | 129 |
|
|
2020
Q2 | $169K | Buy |
2,303
+693
| +43% | +$50.9K | 0.04% | 127 |
|
|
2020
Q1 | $106K | Hold |
1,610
| – | – | 0.04% | 143 |
|
|
2019
Q4 | $142K | Hold |
1,610
| – | – | 0.04% | 125 |
|
|
2019
Q3 | $142K | Sell |
1,610
-45
| -3% | -$3.97K | 0.05% | 108 |
|
|
2019
Q2 | $139K | Hold |
1,655
| – | – | 0.05% | 116 |
|
|
2019
Q1 | $123K | Buy |
1,655
+145
| +10% | +$10.8K | 0.04% | 137 |
|
|
2018
Q4 | $97K | Hold |
1,510
| – | – | 0.05% | 132 |
|
|
2018
Q3 | $86K | Sell |
1,510
-8,883
| -85% | -$506K | 0.03% | 168 |
|
|
2018
Q2 | $508K | Buy |
10,393
+8,883
| +588% | +$434K | 0.22% | 84 |
|
|
2018
Q1 | $87K | Buy |
+1,510
| New | +$87K | 0.03% | 128 |
|