Integrated Wealth Counsel’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $160K | Buy |
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|
2016
Q3 | $107K | Hold |
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|
2016
Q2 | $110K | Hold |
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|
2016
Q1 | $110K | Sell |
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|
2015
Q4 | $214K | Buy |
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|
2015
Q3 | $101K | Hold |
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|
2015
Q2 | $95K | Hold |
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|
2015
Q1 | $106K | Hold |
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|
2014
Q4 | $99K | Hold |
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|
2014
Q3 | $88K | Hold |
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|
2014
Q2 | $81K | Sell |
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|
2014
Q1 | $89K | Hold |
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|
2013
Q4 | $95K | Hold |
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|
2013
Q3 | $92.1K | Hold |
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|
2013
Q2 | $88K | Buy |
|