MLA
My Legacy Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,622
| Closed | -$879K | – | 214 |
|
|
2024
Q1 | $879K | Sell |
9,622
-364
| -4% | -$33.3K | 0.29% | 98 |
|
|
2023
Q4 | $928K | Sell |
9,986
-3,103
| -24% | -$288K | 0.34% | 90 |
|
|
2023
Q3 | $1.24M | Sell |
13,089
-1,564
| -11% | -$148K | 0.5% | 53 |
|
|
2023
Q2 | $1.49M | Sell |
14,653
-152
| -1% | -$15.4K | 0.59% | 45 |
|
|
2023
Q1 | $1.55M | Buy |
14,805
+545
| +4% | +$57.1K | 0.66% | 41 |
|
|
2022
Q4 | $1.49M | Buy |
14,260
+632
| +5% | +$65.9K | 0.63% | 39 |
|
|
2022
Q3 | $1.18M | Buy |
13,628
+896
| +7% | +$77.4K | 0.59% | 43 |
|
|
2022
Q2 | $992K | Buy |
12,732
+564
| +5% | +$43.9K | 0.5% | 58 |
|
|
2022
Q1 | $1.11M | Buy |
+12,168
| New | +$1.11M | 0.51% | 51 |
|