TrueWealth LLC’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $611K | Sell |
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|
2019
Q3 | $610K | Sell |
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|
2019
Q2 | $586K | Hold |
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|
2019
Q1 | $537K | Hold |
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|
2018
Q4 | $451K | Buy |
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|
2018
Q3 | $507K | Buy |
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|
2018
Q2 | $426K | Buy |
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|
2018
Q1 | $373K | Sell |
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|
2017
Q4 | $402K | Buy |
|