SFA
Source Financial Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,659
| Closed | -$606K | – | 121 |
|
|
2022
Q1 | $606K | Sell |
6,659
-385
| -5% | -$35K | 0.18% | 71 |
|
|
2021
Q4 | $824K | Buy |
7,044
+1,392
| +25% | +$163K | 0.22% | 61 |
|
|
2021
Q3 | $623K | Sell |
5,652
-75
| -1% | -$8.27K | 0.16% | 64 |
|
|
2021
Q2 | $640K | Buy |
5,727
+152
| +3% | +$17K | 0.16% | 63 |
|
|
2021
Q1 | $609K | Buy |
5,575
+46
| +0.8% | +$5.03K | 0.16% | 64 |
|
|
2020
Q4 | $591K | Buy |
+5,529
| New | +$591K | 0.16% | 67 |
|