Personal Wealth Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-828
| Closed | -$93K | – | 340 |
|
|
2021
Q2 | $93K | Buy |
+828
| New | +$93K | 0.04% | 118 |
|
|
2020
Q1 | – | Sell |
-905
| Closed | -$80K | – | 509 |
|
|
2019
Q4 | $80K | Buy |
905
+10
| +1% | +$884 | 0.03% | 116 |
|
|
2019
Q3 | $79K | Buy |
895
+76
| +9% | +$6.71K | 0.04% | 117 |
|
|
2019
Q2 | $69K | Buy |
+819
| New | +$69K | 0.03% | 115 |
|