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Clear Point Advisors’s Costco COST Stock Holding History

Clear Point Advisors’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-87
Closed -$77K – 199
2024
Q3 		$77K Hold
87
– – 0.06% 163
2024
Q2 		$73.8K Hold
87
– – 0.06% 162
2024
Q1 		$63.6K Buy
87
+5
+6% +$3.65K 0.05% 175
2023
Q4 		$53.9K Buy
+82
New +$53.9K 0.05% 182