SAA
Southeast Asset Advisors’s Starbucks SBUX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,215
| Closed | -$202K | – | 152 |
|
2022
Q1 | $202K | Hold |
2,215
| – | – | 0.03% | 145 |
|
2021
Q4 | $259K | Sell |
2,215
-10
| -0.4% | -$1.17K | 0.04% | 131 |
|
2021
Q3 | $245K | Buy |
2,225
+23
| +1% | +$2.53K | 0.04% | 127 |
|
2021
Q2 | $246K | Buy |
2,202
+2
| +0.1% | +$223 | 0.04% | 125 |
|
2021
Q1 | $240K | Hold |
2,200
| – | – | 0.04% | 119 |
|
2020
Q4 | $235K | Buy |
+2,200
| New | +$235K | 0.05% | 120 |
|