SVA Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $238K | Buy |
+2,226
| New | +$238K | 0.02% | 214 |
|
|
2019
Q1 | – | Sell |
-3,157
| Closed | -$203K | – | 217 |
|
|
2018
Q4 | $203K | Sell |
3,157
-1,255
| -28% | -$80.7K | 0.02% | 199 |
|
|
2018
Q3 | $251K | Buy |
4,412
+279
| +7% | +$15.9K | 0.03% | 199 |
|
|
2018
Q2 | $202K | Sell |
4,133
-2,378
| -37% | -$116K | 0.02% | 205 |
|
|
2018
Q1 | $350K | Buy |
6,511
+400
| +7% | +$21.5K | 0.04% | 165 |
|
|
2017
Q4 | $351K | Sell |
6,111
-400
| -6% | -$23K | 0.04% | 166 |
|
|
2017
Q3 | $350K | Sell |
6,511
-28,713
| -82% | -$1.54M | 0.04% | 165 |
|
|
2017
Q2 | $2.05M | Sell |
35,224
-330
| -0.9% | -$19.2K | 0.27% | 86 |
|
|
2017
Q1 | $2.08M | Buy |
35,554
+3,250
| +10% | +$190K | 0.28% | 82 |
|
|
2016
Q4 | $1.79M | Buy |
32,304
+7,307
| +29% | +$406K | 0.27% | 87 |
|
|
2016
Q3 | $1.35M | Buy |
24,997
+1,615
| +7% | +$87.4K | 0.21% | 94 |
|
|
2016
Q2 | $1.34M | Buy |
+23,382
| New | +$1.34M | 0.22% | 97 |
|