Lyons Wealth Management’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-4,285
Closed -$247K 53
2018
Q1
$247K Sell
4,285
-11,859
-73% -$684K 0.38% 42
2017
Q4
$927K Buy
+16,144
New +$927K 1.51% 14