Burt Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-18
| Closed | -$3K | – | 381 |
|
|
2017
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 325 |
|
|
2016
Q2 | – | Sell |
-109
| Closed | -$17K | – | 446 |
|
|
2016
Q1 | $17K | Hold |
109
| – | – | 0.02% | 265 |
|
|
2015
Q4 | $17K | Hold |
109
| – | – | 0.01% | 222 |
|
|
2015
Q3 | $15K | Hold |
109
| – | – | 0.02% | 206 |
|
|
2015
Q2 | $14K | Hold |
109
| – | – | 0.02% | 230 |
|
|
2015
Q1 | $17K | Sell |
109
-334
| -75% | -$52.1K | 0.02% | 204 |
|
|
2014
Q4 | $63K | Buy |
+443
| New | +$63K | 0.07% | 124 |
|