Fortis Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20
| Closed | -$8K | – | 226 |
|
|
2020
Q4 | $8K | Buy |
+20
| New | +$8K | 0.01% | 149 |
|
|
2020
Q2 | – | Sell |
-103
| Closed | -$29K | – | 201 |
|
|
2020
Q1 | $29K | Buy |
103
+51
| +98% | +$14.4K | 0.02% | 209 |
|
|
2019
Q4 | $15K | Buy |
+52
| New | +$15K | 0.01% | 251 |
|