Lehman Financial Resources’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $237K | Buy |
+1,010
| New | +$237K | 0.11% | 85 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$28K | – | 118 |
|
|
2015
Q3 | $28K | Buy |
+200
| New | +$28K | 0.01% | 210 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$30K | – | 430 |
|
|
2015
Q1 | $30K | Hold |
200
| – | – | 0.01% | 209 |
|
|
2014
Q4 | $28K | Hold |
200
| – | – | 0.01% | 193 |
|
|
2014
Q3 | $25K | Hold |
200
| – | – | 0.01% | 207 |
|
|
2014
Q2 | $23K | Hold |
200
| – | – | 0.01% | 214 |
|
|
2014
Q1 | $22K | Hold |
200
| – | – | 0.01% | 205 |
|
|
2013
Q4 | $24K | Hold |
200
| – | – | 0.01% | 194 |
|
|
2013
Q3 | $23K | Hold |
200
| – | – | 0.01% | 189 |
|
|
2013
Q2 | $22K | Buy |
+200
| New | +$22K | 0.01% | 166 |
|