MCIA
Mountain Capital Investment Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,072
| Closed | -$1.26M | – | 111 |
|
|
2021
Q4 | $1.26M | Buy |
12,072
+1,981
| +20% | +$206K | 0.57% | 61 |
|
|
2021
Q3 | $1.12M | Sell |
10,091
-2,227
| -18% | -$248K | 0.59% | 62 |
|
|
2021
Q2 | $1.43M | Sell |
12,318
-436
| -3% | -$50.6K | 0.66% | 34 |
|
|
2021
Q1 | $1.47M | Buy |
12,754
+508
| +4% | +$58.6K | 0.74% | 38 |
|
|
2020
Q4 | $1.28M | Sell |
12,246
-3,481
| -22% | -$364K | 0.77% | 33 |
|
|
2020
Q3 | $1.43M | Buy |
+15,727
| New | +$1.43M | 0.92% | 34 |
|
|
2017
Q4 | – | Sell |
-660
| Closed | -$35K | – | 352 |
|
|
2017
Q3 | $35K | Sell |
660
-2,048
| -76% | -$109K | 0.03% | 144 |
|
|
2017
Q2 | $158K | Buy |
+2,708
| New | +$158K | 0.15% | 42 |
|