Hefty Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 215 |
|
|
2017
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 219 |
|
|
2017
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 214 |
|
|
2017
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 213 |
|
|
2017
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 214 |
|
|
2016
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 206 |
|
|
2016
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 209 |
|
|
2016
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 182 |
|
|
2016
Q1 | $3K | Sell |
23
-5,760
| -100% | -$751K | ﹤0.01% | 189 |
|
|
2015
Q4 | $933K | Buy |
+5,783
| New | +$933K | 0.89% | 38 |
|