Kaizen Advisory’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.02M | Sell |
4,980
-555
| -10% | -$113K | 0.71% | 10 |
|
|
2018
Q3 | $1.3M | Buy |
5,535
+4,528
| +450% | +$1.06M | 0.68% | 11 |
|
|
2018
Q2 | $210K | Buy |
1,007
+589
| +141% | +$123K | 0.11% | 157 |
|
|
2018
Q1 | $79K | Hold |
418
| – | – | 0.08% | 147 |
|
|
2017
Q4 | $78K | Buy |
+418
| New | +$78K | 0.05% | 156 |
|