LWP
Legacy Wealth Planning’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $274K | Sell |
581
-75
| -11% | -$35.4K | 0.45% | 53 |
|
|
2022
Q2 | $314K | Buy |
656
+223
| +52% | +$107K | 0.45% | 53 |
|
|
2022
Q1 | $249K | Sell |
433
-175
| -29% | -$101K | 0.29% | 76 |
|
|
2021
Q4 | $345K | Sell |
608
-47
| -7% | -$26.7K | 0.39% | 53 |
|
|
2021
Q3 | $294K | Hold |
655
| – | – | 0.33% | 64 |
|
|
2021
Q2 | $259K | Buy |
655
+20
| +3% | +$7.91K | 0.29% | 74 |
|
|
2021
Q1 | $224K | Buy |
+635
| New | +$224K | 0.29% | 80 |
|