BPWA
Beacon Pointe Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.11M | Buy |
7,146
+516
| +8% | +$152K | 0.39% | 54 |
|
|
2019
Q3 | $1.91M | Sell |
6,630
-388
| -6% | -$112K | 0.4% | 51 |
|
|
2019
Q2 | $1.85M | Buy |
7,018
+717
| +11% | +$189K | 0.39% | 52 |
|
|
2019
Q1 | $1.52M | Buy |
6,301
+234
| +4% | +$56.6K | 0.35% | 62 |
|
|
2018
Q4 | $1.23M | Buy |
+6,067
| New | +$1.23M | 0.45% | 55 |
|