Seven Springs Wealth Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,146
| Closed | -$347K | – | 77 |
|
|
2021
Q3 | $347K | Hold |
3,146
| – | – | 0.17% | 51 |
|
|
2021
Q2 | $352K | Buy |
+3,146
| New | +$352K | 0.15% | 55 |
|
|
2021
Q1 | – | Sell |
-2,029
| Closed | -$217K | – | 237 |
|
|
2020
Q4 | $217K | Buy |
2,029
+63
| +3% | +$6.74K | 0.11% | 48 |
|
|
2020
Q3 | $169K | Hold |
1,966
| – | – | 0.11% | 51 |
|
|
2020
Q2 | $145K | Hold |
1,966
| – | – | 0.09% | 52 |
|
|
2020
Q1 | $129K | Buy |
+1,966
| New | +$129K | 0.09% | 57 |
|