Strategic Wealth Management Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $419K | Buy |
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|
2020
Q4 | $440K | Sell |
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|
2020
Q3 | $416K | Buy |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $274K | Buy |
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|
2019
Q3 | $264K | Buy |
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|
2019
Q2 | $242K | Hold |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $210K | Buy |
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