Number of Shares
6,075.00
Current Holdings Value*
$650,000.00
% of Portfolio
1.46%
Total Estimate Gain
$306,423.73
% of Total Estimate Gain
56.12%

Independence Wealth Advisors, Inc.'s Starbucks Corp Holding Summary

As of 2020-12-31, Independence Wealth Advisors, Inc. held 6,075.00 shares of Starbucks Corp(SBUX), totaling $650,000.00. This investment constitutes 1.46% of their stock portfolio, and Independence Wealth Advisors, Inc. now holds 0% of the outstanding Starbucks Corp(SBUX) stock.

The initial trade took place in 2018Q2. In addition, there have been 4 sales at an average price of $79.72 for 3,545.00 shares. Based on historical transaction data and SBUX's current price of $93.80, Independence Wealth Advisors, Inc.'s estimated gain on his SBUX holdings is $306,423.73, reflecting a 56.12% gain to date.

Independence Wealth Advisors, Inc. SBUX ($93.80) Holding Chart

Independence Wealth Advisors, Inc. SBUX ($93.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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