MPS Loria Financial Planners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,475
| Closed | -$161K | – | 480 |
|
|
2021
Q1 | $161K | Sell |
1,475
-16
| -1% | -$1.75K | 0.08% | 94 |
|
|
2020
Q4 | $154K | Buy |
1,491
+530
| +55% | +$54.7K | 0.07% | 90 |
|
|
2020
Q3 | $83K | Sell |
961
-1,061
| -52% | -$91.6K | 0.04% | 115 |
|
|
2020
Q2 | $149K | Buy |
+2,022
| New | +$149K | 0.08% | 79 |
|
|
2017
Q3 | – | Sell |
-2,888
| Closed | -$153K | – | 282 |
|
|
2017
Q2 | $153K | Buy |
+2,888
| New | +$153K | 0.1% | 86 |
|