Schneider Downs Wealth Management Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,224
| Closed | -$272K | – | 146 |
|
|
2022
Q3 | $272K | Buy |
3,224
+48
| +2% | +$4.05K | 0.08% | 97 |
|
|
2022
Q2 | $243K | Buy |
3,176
+18
| +0.6% | +$1.38K | 0.07% | 117 |
|
|
2022
Q1 | $287K | Sell |
3,158
-8
| -0.3% | -$727 | 0.07% | 109 |
|
|
2021
Q4 | $370K | Buy |
3,166
+268
| +9% | +$31.3K | 0.09% | 97 |
|
|
2021
Q3 | $320K | Sell |
2,898
-51
| -2% | -$5.63K | 0.08% | 103 |
|
|
2021
Q2 | $330K | Buy |
2,949
+22
| +0.8% | +$2.46K | 0.09% | 93 |
|
|
2021
Q1 | $320K | Buy |
+2,927
| New | +$320K | 0.08% | 90 |
|