Sound Financial Strategies Group’s Costco COST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,133	Closed	-$402K	–	88
2020 Q3	$402K	Sell	1,133 -17	-1%	-$6.03K	0.25%	52
2020 Q2	$349K	Sell	1,150 -11	-0.9%	-$3.34K	0.23%	56
2020 Q1	$331K	Sell	1,161 -3,341	-74%	-$953K	0.23%	55
2019 Q4	$1.32M	Buy	+4,502	New	+$1.32M	0.84%	40