SWS
SYSTM Wealth Solutions’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.77K | Sell |
2
-1,851
| -100% | -$1.64M | 0.05% | 64 |
|
|
2024
Q2 | $1.57M | Sell |
1,853
-19
| -1% | -$16.1K | 0.35% | 91 |
|
|
2024
Q1 | $1.37M | Buy |
1,872
+21
| +1% | +$15.4K | 0.17% | 163 |
|
|
2023
Q4 | $1.22M | Sell |
1,851
-69
| -4% | -$45.5K | 0.17% | 168 |
|
|
2023
Q3 | $1.08M | Buy |
1,920
+282
| +17% | +$159K | 0.17% | 168 |
|
|
2023
Q2 | $882K | Buy |
1,638
+133
| +9% | +$71.6K | 0.12% | 224 |
|
|
2023
Q1 | $748K | Buy |
1,505
+273
| +22% | +$136K | 0.12% | 218 |
|
|
2022
Q4 | $562K | Buy |
+1,232
| New | +$562K | 0.07% | 319 |
|