First Trust Direct Indexing’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
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2024
Q3 | $15.7M | Buy |
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2024
Q2 | $13.2M | Buy |
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2024
Q1 | $10.1M | Buy |
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2023
Q4 | $8.2M | Buy |
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2023
Q3 | $6.32M | Sell |
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2023
Q2 | $6.17M | Sell |
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2023
Q1 | $5.78M | Sell |
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2022
Q4 | $5.33M | Sell |
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2022
Q3 | $5.83M | Sell |
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2022
Q2 | $5.95M | Buy |
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2022
Q1 | $6.98M | Buy |
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2021
Q4 | $5.26M | Sell |
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2021
Q3 | $4.21M | Buy |
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2021
Q2 | $3.22M | Buy |
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2021
Q1 | $1.17M | Buy |
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2020
Q4 | $1.09M | Buy |
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