Lloyd Advisory Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,889
| Closed | -$1.07M | – | 185 |
|
|
2023
Q3 | $1.07M | Buy |
+1,889
| New | +$1.07M | 0.35% | 59 |
|
|
2022
Q2 | – | Sell |
-85
| Closed | -$49K | – | 161 |
|
|
2022
Q1 | $49K | Buy |
+85
| New | +$49K | 0.02% | 229 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$1K | – | 314 |
|
|
2020
Q1 | $1K | Sell |
4
-42
| -91% | -$10.5K | ﹤0.01% | 235 |
|
|
2019
Q4 | $13K | Buy |
+46
| New | +$13K | 0.01% | 201 |
|