Clear Perspectives Financial Planning’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $24.8K | Hold |
50
| – | – | 0.01% | 100 |
|
|
2022
Q4 | $22.8K | Hold |
50
| – | – | 0.01% | 116 |
|
|
2022
Q3 | $24K | Sell |
50
-51
| -50% | -$24.5K | 0.01% | 116 |
|
|
2022
Q2 | $48K | Buy |
101
+51
| +102% | +$24.2K | 0.02% | 88 |
|
|
2022
Q1 | $29K | Hold |
50
| – | – | 0.01% | 119 |
|
|
2021
Q4 | $28K | Hold |
50
| – | – | 0.01% | 129 |
|
|
2021
Q3 | $22K | Hold |
50
| – | – | 0.01% | 132 |
|
|
2021
Q2 | $20K | Hold |
50
| – | – | 0.01% | 138 |
|
|
2021
Q1 | $18K | Hold |
50
| – | – | 0.01% | 131 |
|
|
2020
Q4 | $19K | Buy |
+50
| New | +$19K | 0.01% | 123 |
|