West Wealth Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,962
| Closed | -$204K | – | 77 |
|
|
2023
Q1 | $204K | Sell |
1,962
-115
| -6% | -$12K | 0.09% | 67 |
|
|
2022
Q4 | $206K | Buy |
+2,077
| New | +$206K | 0.1% | 71 |
|
|
2022
Q2 | – | Sell |
-2,331
| Closed | -$212K | – | 70 |
|
|
2022
Q1 | $212K | Sell |
2,331
-11
| -0.5% | -$1K | 0.08% | 61 |
|
|
2021
Q4 | $274K | Buy |
+2,342
| New | +$274K | 0.1% | 44 |
|