Lake Point 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
Q2 | $7K | Hold |
15
| – | – | ﹤0.01% | 186 |
|
|
2022
Q1 | $9K | Hold |
15
| – | – | ﹤0.01% | 175 |
|
|
2021
Q4 | $9K | Buy |
+15
| New | +$9K | ﹤0.01% | 181 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | -$2K | – | 414 |
|
|
2021
Q2 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 326 |
|
|
2019
Q1 | – | Sell |
-45
| Closed | -$9K | – | 715 |
|
|
2018
Q4 | $9K | Buy |
+45
| New | +$9K | ﹤0.01% | 476 |
|