Strategic Wealth Management’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 |
-5
| Closed | -$2K | – | 67 |
|
|
2020
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 67 |
|
|
2020
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 53 |
|
|
2015
Q3 | – | Sell |
-4,169
| Closed | -$563K | – | 17 |
|
|
2015
Q2 | $563K | Hold |
4,169
| – | – | 0.65% | 33 |
|
|
2015
Q1 | $632K | Buy |
+4,169
| New | +$632K | 0.63% | 33 |
|