Taylor Wealth Management Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-340
| Closed | -$20K | – | 149 |
|
|
2017
Q4 | $20K | Hold |
340
| – | – | 0.01% | 111 |
|
|
2017
Q3 | $18K | Hold |
340
| – | – | 0.01% | 114 |
|
|
2017
Q2 | $20K | Hold |
340
| – | – | 0.01% | 116 |
|
|
2017
Q1 | $20K | Hold |
340
| – | – | 0.01% | 117 |
|
|
2016
Q4 | $19K | Hold |
340
| – | – | 0.01% | 119 |
|
|
2016
Q3 | $18K | Hold |
340
| – | – | 0.01% | 110 |
|
|
2016
Q2 | $19K | Hold |
340
| – | – | 0.01% | 105 |
|
|
2016
Q1 | $20K | Hold |
340
| – | – | 0.01% | 99 |
|
|
2015
Q4 | $20K | Hold |
340
| – | – | 0.01% | 97 |
|
|
2015
Q3 | $19K | Hold |
340
| – | – | 0.01% | 100 |
|
|
2015
Q2 | $18K | Buy |
+340
| New | +$18K | 0.01% | 135 |
|