JFG Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-455
| Closed | -$258K | – | 43 |
|
|
2021
Q4 | $258K | Sell |
455
-35
| -7% | -$19.8K | 0.1% | 41 |
|
|
2021
Q3 | $220K | Buy |
+490
| New | +$220K | 0.1% | 39 |
|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$753K | – | 26 |
|
|
2020
Q4 | $753K | Buy |
+2,000
| New | +$753K | 0.41% | 21 |
|