PWA
Phoenix Wealth Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-306
| Closed | -$34K | – | 314 |
|
|
2021
Q3 | $34K | Sell |
306
-55
| -15% | -$6.11K | 0.03% | 221 |
|
|
2021
Q2 | $42K | Hold |
361
| – | – | 0.03% | 198 |
|
|
2021
Q1 | $39K | Hold |
361
| – | – | 0.03% | 203 |
|
|
2020
Q4 | $39K | Buy |
+361
| New | +$39K | 0.03% | 205 |
|