Ancora Family Wealth Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$1.17M Buy
7,686
+3,330
+76% +$508K 0.4% 74
2016
Q2
$684K Sell
4,356
-445
-9% -$69.9K 0.26% 100
2016
Q1
$757K Sell
4,801
-86
-2% -$13.6K 0.31% 96
2015
Q4
$789K Sell
4,887
-1,755
-26% -$283K 0.34% 93
2015
Q3
$960K Buy
+6,642
New +$960K 0.4% 77