Lucia Wealth Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $193K | Sell |
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|
2020
Q2 | $169K | Buy |
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|
2020
Q1 | $106K | Hold |
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|
2019
Q4 | $142K | Hold |
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|
2019
Q3 | $142K | Sell |
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|
2019
Q2 | $139K | Hold |
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|
2019
Q1 | $123K | Buy |
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|
2018
Q4 | $97K | Hold |
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|
2018
Q3 | $86K | Sell |
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|
2018
Q2 | $508K | Buy |
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|
2018
Q1 | $87K | Buy |
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