LWP
Lumature Wealth Partners’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.03M | Sell |
1,922
-16
| -0.8% | -$8.62K | 0.61% | 39 |
|
|
2023
Q1 | $963K | Buy |
1,938
+11
| +0.6% | +$5.47K | 0.54% | 40 |
|
|
2022
Q4 | $880K | Sell |
1,927
-143
| -7% | -$65.3K | 0.49% | 44 |
|
|
2022
Q3 | $978K | Sell |
2,070
-61
| -3% | -$28.8K | 0.52% | 41 |
|
|
2022
Q2 | $1.02M | Sell |
2,131
-254
| -11% | -$122K | 0.45% | 45 |
|
|
2022
Q1 | $1.37M | Buy |
2,385
+275
| +13% | +$158K | 0.55% | 43 |
|
|
2021
Q4 | $1.2M | Buy |
2,110
+53
| +3% | +$30.1K | 0.47% | 45 |
|
|
2021
Q3 | $924K | Buy |
2,057
+166
| +9% | +$74.6K | 0.38% | 58 |
|
|
2021
Q2 | $748K | Buy |
1,891
+189
| +11% | +$74.8K | 0.31% | 68 |
|
|
2021
Q1 | $600K | Buy |
+1,702
| New | +$600K | 0.32% | 71 |
|