GWA
Guidant Wealth Advisors’s Costco COST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $144K | Hold |
501
| – | – | 0.05% | 123 |
|
2019
Q2 | $132K | Hold |
501
| – | – | 0.05% | 128 |
|
2019
Q1 | $121K | Buy |
501
+7
| +1% | +$1.69K | 0.05% | 134 |
|
2018
Q4 | $100K | Sell |
494
-6
| -1% | -$1.22K | 0.05% | 102 |
|
2018
Q3 | $117K | Hold |
500
| – | – | 0.05% | 52 |
|
2018
Q2 | $104K | Hold |
500
| – | – | 0.05% | 55 |
|
2018
Q1 | $91K | Buy |
500
+6
| +1% | +$1.09K | 0.04% | 59 |
|
2017
Q4 | $93K | Hold |
494
| – | – | 0.04% | 60 |
|
2017
Q3 | $76K | Hold |
494
| – | – | 0.05% | 60 |
|
2017
Q2 | $74K | Hold |
494
| – | – | 0.04% | 95 |
|
2017
Q1 | $82K | Buy |
494
+322
| +187% | +$53.4K | 0.04% | 91 |
|
2016
Q4 | $28K | Hold |
172
| – | – | 0.02% | 115 |
|
2016
Q3 | $26K | Buy |
+172
| New | +$26K | 0.02% | 113 |
|