Monumental Financial Group’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,191	Closed	-$1.09M	–	54
2023 Q1	$1.09M	Buy	2,191 +138	+7%	+$68.6K	0.78%	39
2022 Q4	$937K	Buy	+2,053	New	+$937K	0.76%	41
2021 Q2	–	Sell	-1,372	Closed	-$484K	–	102
2021 Q1	$484K	Buy	+1,372	New	+$484K	0.46%	39