Winthrop Partners - WNY’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $241K | Hold |
2,722
| – | – | 0.16% | 101 |
|
|
2019
Q2 | $228K | Hold |
2,722
| – | – | 0.17% | 97 |
|
|
2019
Q1 | $201K | Sell |
2,722
-50
| -2% | -$3.7K | 0.16% | 95 |
|
|
2018
Q4 | $179K | Hold |
2,772
| – | – | 0.17% | 97 |
|
|
2018
Q3 | $158K | Hold |
2,772
| – | – | 0.13% | 118 |
|
|
2018
Q2 | $135K | Sell |
2,772
-200
| -7% | -$9.77K | 0.11% | 121 |
|
|
2018
Q1 | $174K | Buy |
+2,972
| New | +$174K | 0.13% | 123 |
|