Insight Wealth Strategies’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-831
| Closed | -$293K | – | 196 |
|
|
2021
Q1 | $293K | Sell |
831
-6
| -0.7% | -$2.12K | 0.04% | 179 |
|
|
2020
Q4 | $315K | Buy |
837
+107
| +15% | +$40.3K | 0.05% | 160 |
|
|
2020
Q3 | $259K | Buy |
+730
| New | +$259K | 0.05% | 160 |
|
|
2019
Q1 | – | Sell |
-4,401
| Closed | -$896K | – | 137 |
|
|
2018
Q4 | $896K | Buy |
+4,401
| New | +$896K | 0.27% | 55 |
|