Nicola Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-52,200
| Closed | -$4.49M | – | 116 |
|
|
2020
Q3 | $4.49M | Sell |
52,200
-25,000
| -32% | -$2.15M | 0.64% | 68 |
|
|
2020
Q2 | $5.68M | Buy |
77,200
+30,000
| +64% | +$2.21M | 0.79% | 54 |
|
|
2020
Q1 | $3.1M | Buy |
+47,200
| New | +$3.1M | 0.47% | 74 |
|
|
2018
Q2 | – | Sell |
-60,000
| Closed | -$3.47M | – | 106 |
|
|
2018
Q1 | $3.47M | Buy |
+60,000
| New | +$3.47M | 0.7% | 58 |
|