SHJ
Sharkey, Howes & Javer’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,924
| Closed | -$161K | – | 147 |
|
|
2019
Q2 | $161K | Hold |
1,924
| – | – | 0.07% | 65 |
|
|
2019
Q1 | $143K | Buy |
1,924
+466
| +32% | +$34.6K | 0.07% | 68 |
|
|
2018
Q4 | $94K | Sell |
1,458
-466
| -24% | -$30K | 0.06% | 77 |
|
|
2018
Q3 | $109K | Hold |
1,924
| – | – | 0.06% | 81 |
|
|
2018
Q2 | $94K | Sell |
1,924
-74
| -4% | -$3.62K | 0.05% | 77 |
|
|
2018
Q1 | $115K | Buy |
1,998
+74
| +4% | +$4.26K | 0.07% | 56 |
|
|
2017
Q4 | $110K | Hold |
1,924
| – | – | 0.06% | 63 |
|
|
2017
Q3 | $107K | Hold |
1,924
| – | – | 0.06% | 63 |
|
|
2017
Q2 | $112K | Buy |
1,924
+150
| +8% | +$8.73K | 0.06% | 56 |
|
|
2017
Q1 | $104K | Hold |
1,774
| – | – | 0.06% | 57 |
|
|
2016
Q4 | $98K | Hold |
1,774
| – | – | 0.06% | 58 |
|
|
2016
Q3 | $96K | Hold |
1,774
| – | – | 0.06% | 59 |
|
|
2016
Q2 | $101K | Hold |
1,774
| – | – | 0.06% | 63 |
|
|
2016
Q1 | $106K | Hold |
1,774
| – | – | 0.08% | 56 |
|
|
2015
Q4 | $106K | Hold |
1,774
| – | – | 0.07% | 56 |
|
|
2015
Q3 | $100K | Buy |
1,774
+440
| +33% | +$24.8K | 0.08% | 54 |
|
|
2015
Q2 | $72K | Buy |
1,334
+667
| +100% | +$36K | 0.05% | 57 |
|
|
2015
Q1 | $63K | Buy |
+667
| New | +$63K | 0.04% | 78 |
|