Wealthquest’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,786
| Closed | -$334K | – | 138 |
|
|
2019
Q3 | $334K | Sell |
3,786
-1,531
| -29% | -$135K | 0.11% | 95 |
|
|
2019
Q2 | $445K | Hold |
5,317
| – | – | 0.17% | 82 |
|
|
2019
Q1 | $395K | Sell |
5,317
-891
| -14% | -$66.2K | 0.15% | 85 |
|
|
2018
Q4 | $399K | Buy |
+6,208
| New | +$399K | 0.16% | 83 |
|