RMR Wealth Builders’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,838
| Closed | -$217K | – | 209 |
|
|
2022
Q2 | $217K | Sell |
2,838
-436
| -13% | -$33.3K | 0.05% | 177 |
|
|
2022
Q1 | $298K | Buy |
3,274
+1,142
| +54% | +$104K | 0.06% | 157 |
|
|
2021
Q4 | $249K | Sell |
2,132
-916
| -30% | -$107K | 0.07% | 102 |
|
|
2021
Q3 | $336K | Buy |
3,048
+1,016
| +50% | +$112K | 0.1% | 128 |
|
|
2021
Q2 | $227K | Sell |
2,032
-551
| -21% | -$61.6K | 0.07% | 159 |
|
|
2021
Q1 | $282K | Buy |
2,583
+551
| +27% | +$60.2K | 0.07% | 142 |
|
|
2020
Q4 | $217K | Sell |
2,032
-1,115
| -35% | -$119K | 0.11% | 145 |
|
|
2020
Q3 | $270K | Buy |
3,147
+2,383
| +312% | +$204K | 0.07% | 166 |
|
|
2020
Q2 | $56K | Buy |
+764
| New | +$56K | 0.05% | 213 |
|
|
2019
Q4 | $26K | Buy |
+300
| New | +$26K | 0.03% | 294 |
|