RGT Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,915
| Closed | -$224K | – | 293 |
|
2021
Q4 | $224K | Buy |
+1,915
| New | +$224K | 0.03% | 84 |
|
2021
Q1 | – | Sell |
-2,586
| Closed | -$277K | – | 69 |
|
2020
Q4 | $277K | Buy |
+2,586
| New | +$277K | 0.06% | 52 |
|
2018
Q2 | – | Sell |
-4,210
| Closed | -$244K | – | 74 |
|
2018
Q1 | $244K | Buy |
+4,210
| New | +$244K | 0.12% | 86 |
|