Milestone Investment Advisors’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
-1,153
Closed -$651K 193
2023
Q3
$651K Buy
+1,153
New +$651K 0.19% 53
2023
Q2
Sell
-1,153
Closed -$573K 187
2023
Q1
$573K Buy
+1,153
New +$573K 0.18% 50