TrueWealth LLC’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $94K | Sell |
1,278
-345
| -21% | -$25.4K | 0.04% | 207 |
|
|
2020
Q1 | $107K | Buy |
1,623
+27
| +2% | +$1.78K | 0.05% | 180 |
|
|
2019
Q4 | $140K | Buy |
1,596
+55
| +4% | +$4.83K | 0.06% | 173 |
|
|
2019
Q3 | $136K | Buy |
1,541
+1
| +0.1% | +$88 | 0.06% | 166 |
|
|
2019
Q2 | $129K | Hold |
1,540
| – | – | 0.06% | 174 |
|
|
2019
Q1 | $114K | Hold |
1,540
| – | – | 0.05% | 184 |
|
|
2018
Q4 | $99K | Hold |
1,540
| – | – | 0.05% | 190 |
|
|
2018
Q3 | $88K | Buy |
1,540
+100
| +7% | +$5.71K | 0.04% | 211 |
|
|
2018
Q2 | $70K | Sell |
1,440
-57
| -4% | -$2.77K | 0.03% | 225 |
|
|
2018
Q1 | $87K | Sell |
1,497
-1,348
| -47% | -$78.3K | 0.04% | 208 |
|
|
2017
Q4 | $163K | Buy |
+2,845
| New | +$163K | 0.08% | 154 |
|