SDAM
Shulman DeMeo Asset Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,669
| Closed | -$625K | – | 153 |
|
|
2021
Q3 | $625K | Buy |
+5,669
| New | +$625K | 0.54% | 30 |
|
|
2021
Q2 | – | Sell |
-5,632
| Closed | -$615K | – | 129 |
|
|
2021
Q1 | $615K | Buy |
5,632
+32
| +0.6% | +$3.49K | 0.17% | 60 |
|
|
2020
Q4 | $599K | Buy |
5,600
+489
| +10% | +$52.3K | 0.17% | 59 |
|
|
2020
Q3 | $439K | Buy |
5,111
+985
| +24% | +$84.6K | 0.15% | 66 |
|
|
2020
Q2 | $304K | Sell |
4,126
-85
| -2% | -$6.26K | 0.12% | 81 |
|
|
2020
Q1 | $277K | Sell |
4,211
-330
| -7% | -$21.7K | 0.13% | 69 |
|
|
2019
Q4 | $399K | Sell |
4,541
-124
| -3% | -$10.9K | 0.14% | 78 |
|
|
2019
Q3 | $412K | Buy |
4,665
+13
| +0.3% | +$1.15K | 0.14% | 76 |
|
|
2019
Q2 | $390K | Buy |
4,652
+746
| +19% | +$62.5K | 0.14% | 76 |
|
|
2019
Q1 | $290K | Buy |
+3,906
| New | +$290K | 0.11% | 89 |
|