Integrated Wealth Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$633K Buy
2016
Q4
$604K Sell
2016
Q3
$692K Buy
2016
Q2
$676K Sell
2016
Q1
$693K Sell
2015
Q4
$831K Sell
2015
Q3
$787K Buy
2015
Q2
$734K Buy
2015
Q1
$765K Buy