San Luis Wealth Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,411
| Closed | -$239K | – | 140 |
|
|
2023
Q2 | $239K | Sell |
2,411
-413
| -15% | -$40.9K | 0.08% | 149 |
|
|
2023
Q1 | $294K | Buy |
+2,824
| New | +$294K | 0.11% | 137 |
|
|
2022
Q2 | – | Sell |
-1,996
| Closed | -$233K | – | 349 |
|
|
2022
Q1 | $233K | Buy |
+1,996
| New | +$233K | 0.11% | 137 |
|
|
2021
Q4 | – | Sell |
-2,003
| Closed | -$221K | – | 145 |
|
|
2021
Q3 | $221K | Buy |
+2,003
| New | +$221K | 0.12% | 141 |
|
|
2020
Q4 | $722K | Buy |
+6,752
| New | +$722K | 0.47% | 56 |
|