Squar Milner Financial Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-19,789
| Closed | -$1.46M | – | 156 |
|
|
2020
Q2 | $1.46M | Buy |
19,789
+4,531
| +30% | +$333K | 0.83% | 22 |
|
|
2020
Q1 | $1M | Buy |
15,258
+2,911
| +24% | +$191K | 0.6% | 22 |
|
|
2019
Q4 | $1.09M | Sell |
12,347
-7,024
| -36% | -$617K | 0.54% | 25 |
|
|
2019
Q3 | $1.66M | Buy |
19,371
+8,685
| +81% | +$746K | 0.85% | 24 |
|
|
2019
Q2 | $896K | Buy |
10,686
+1,529
| +17% | +$128K | 0.6% | 29 |
|
|
2019
Q1 | $680K | Buy |
9,157
+781
| +9% | +$58K | 0.5% | 38 |
|
|
2018
Q4 | $539K | Buy |
8,376
+2,620
| +46% | +$169K | 0.52% | 40 |
|
|
2018
Q3 | $327K | Buy |
5,756
+121
| +2% | +$6.87K | 0.29% | 90 |
|
|
2018
Q2 | $275K | Buy |
5,635
+424
| +8% | +$20.7K | 0.24% | 111 |
|
|
2018
Q1 | $302K | Buy |
5,211
+85
| +2% | +$4.93K | 0.38% | 92 |
|
|
2017
Q4 | $292K | Buy |
+5,126
| New | +$292K | 0.35% | 99 |
|