OAM
Optimal Asset Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $452K | Hold |
1,005
| – | – | 0.06% | 309 |
|
|
2021
Q2 | $398K | Hold |
1,005
| – | – | 0.05% | 326 |
|
|
2021
Q1 | $354K | Buy |
1,005
+400
| +66% | +$141K | 0.05% | 326 |
|
|
2020
Q4 | $228K | Hold |
605
| – | – | 0.03% | 387 |
|
|
2020
Q3 | $215K | Buy |
+605
| New | +$215K | 0.03% | 392 |
|