SWM
Selective Wealth Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,597
| Closed | -$135K | – | 607 |
|
|
2022
Q3 | $135K | Buy |
1,597
+1,049
| +191% | +$88.7K | 0.06% | 168 |
|
|
2022
Q2 | $42K | Sell |
548
-127
| -19% | -$9.73K | 0.01% | 353 |
|
|
2022
Q1 | $61K | Hold |
675
| – | – | 0.02% | 273 |
|
|
2021
Q4 | $79K | Hold |
675
| – | – | 0.03% | 219 |
|
|
2021
Q3 | $74K | Hold |
675
| – | – | 0.04% | 216 |
|
|
2021
Q2 | $75K | Buy |
675
+194
| +40% | +$21.6K | 0.06% | 142 |
|
|
2021
Q1 | $53K | Buy |
481
+300
| +166% | +$33.1K | 0.05% | 123 |
|
|
2020
Q4 | $19K | Hold |
181
| – | – | 0.01% | 192 |
|
|
2020
Q3 | $16K | Hold |
181
| – | – | 0.01% | 172 |
|
|
2020
Q2 | $13K | Buy |
181
+100
| +123% | +$7.18K | 0.01% | 219 |
|
|
2020
Q1 | $5K | Hold |
81
| – | – | 0.01% | 211 |
|
|
2019
Q4 | $7K | Hold |
81
| – | – | 0.01% | 189 |
|
|
2019
Q3 | $7K | Buy |
+81
| New | +$7K | 0.01% | 197 |
|
|
2018
Q3 | $6K | Buy |
+100
| New | +$6K | 0.07% | 105 |
|