Pacific Wealth Strategies Group’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 |
-6,343
| Closed | -$367K | – | 83 |
|
|
2018
Q1 | $367K | Sell |
6,343
-932
| -13% | -$53.9K | 0.26% | 73 |
|
|
2017
Q4 | $418K | Buy |
7,275
+206
| +3% | +$11.8K | 0.3% | 72 |
|
|
2017
Q3 | $380K | Buy |
7,069
+3,086
| +77% | +$166K | 0.3% | 63 |
|
|
2017
Q2 | $232K | Buy |
3,983
+220
| +6% | +$12.8K | 0.2% | 70 |
|
|
2017
Q1 | $220K | Sell |
3,763
-23,293
| -86% | -$1.36M | 0.19% | 72 |
|
|
2016
Q4 | $1.5M | Buy |
+27,056
| New | +$1.5M | 1.48% | 24 |
|