Engrave Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $205K | Sell |
311
-44
| -12% | -$29K | 0.06% | 78 |
|
|
2023
Q3 | $201K | Buy |
+355
| New | +$201K | 0.06% | 69 |
|
|
2020
Q3 | – | Sell |
-151
| Closed | -$45K | – | 133 |
|
|
2020
Q2 | $45K | Buy |
151
+24
| +19% | +$7.15K | 0.04% | 121 |
|
|
2020
Q1 | $36K | Sell |
127
-50
| -28% | -$14.2K | 0.04% | 113 |
|
|
2019
Q4 | $52K | Buy |
+177
| New | +$52K | 0.05% | 123 |
|