KMS Financial Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $2.38M | Sell |
19,037
-1,280
| -6% | -$160K | 0.33% | 67 |
|
2014
Q2 | $2.34M | Buy |
20,317
+230
| +1% | +$26.5K | 0.33% | 68 |
|
2014
Q1 | $2.24M | Sell |
20,087
-339
| -2% | -$37.9K | 0.35% | 63 |
|
2013
Q4 | $2.43M | Buy |
20,426
+1,565
| +8% | +$186K | 0.41% | 52 |
|
2013
Q3 | $2.17M | Buy |
18,861
+3,530
| +23% | +$407K | 0.53% | 40 |
|
2013
Q2 | $1.7M | Buy |
+15,331
| New | +$1.7M | 0.47% | 43 |
|