Independence Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $447K | Hold |
1,258
| – | – | 0.1% | 54 |
|
|
2020
Q2 | $381K | Buy |
1,258
+61
| +5% | +$18.5K | 0.09% | 58 |
|
|
2020
Q1 | $341K | Buy |
1,197
+31
| +3% | +$8.83K | 0.09% | 53 |
|
|
2019
Q4 | $343K | Buy |
1,166
+12
| +1% | +$3.53K | 0.08% | 61 |
|
|
2019
Q3 | $332K | Hold |
1,154
| – | – | 0.08% | 67 |
|
|
2019
Q2 | $305K | Buy |
1,154
+25
| +2% | +$6.61K | 0.08% | 69 |
|
|
2019
Q1 | $273K | Buy |
1,129
+75
| +7% | +$18.1K | 0.08% | 73 |
|
|
2018
Q4 | $215K | Sell |
1,054
-87
| -8% | -$17.7K | 0.07% | 76 |
|
|
2018
Q3 | $268K | Buy |
1,141
+87
| +8% | +$20.4K | 0.08% | 67 |
|
|
2018
Q2 | $220K | Buy |
+1,054
| New | +$220K | 0.07% | 72 |
|