Gary Goldberg Planning Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $52K | Hold |
370
| – | – | 0.02% | 208 |
|
2014
Q3 | $46K | Hold |
370
| – | – | 0.02% | 237 |
|
2014
Q2 | $43K | Hold |
370
| – | – | 0.02% | 236 |
|
2014
Q1 | $41K | Hold |
370
| – | – | 0.02% | 228 |
|
2013
Q4 | $44K | Sell |
370
-250
| -40% | -$29.7K | 0.03% | 208 |
|
2013
Q3 | $71K | Hold |
620
| – | – | 0.04% | 158 |
|
2013
Q2 | $69K | Buy |
+620
| New | +$69K | 0.04% | 154 |
|