Westbourne Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,970
| Closed | -$226K | – | 136 |
|
|
2018
Q3 | $226K | Sell |
3,970
-900
| -18% | -$51.2K | 0.16% | 91 |
|
|
2018
Q2 | $238K | Sell |
4,870
-1,900
| -28% | -$92.9K | 0.21% | 85 |
|
|
2018
Q1 | $392K | Buy |
6,770
+323
| +5% | +$18.7K | 0.31% | 75 |
|
|
2017
Q4 | $370K | Sell |
6,447
-450
| -7% | -$25.8K | 0.28% | 82 |
|
|
2017
Q3 | $370K | Buy |
6,897
+200
| +3% | +$10.7K | 0.29% | 75 |
|
|
2017
Q2 | $391K | Buy |
+6,697
| New | +$391K | 0.32% | 72 |
|