VWM
Vector Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $234K | Hold |
1,459
| – | – | 0.16% | 72 |
|
|
2016
Q3 | $223K | Hold |
1,459
| – | – | 0.15% | 74 |
|
|
2016
Q2 | $229K | Buy |
1,459
+110
| +8% | +$17.3K | 0.16% | 73 |
|
|
2016
Q1 | $213K | Buy |
1,349
+14
| +1% | +$2.21K | 0.16% | 74 |
|
|
2015
Q4 | $216K | Sell |
1,335
-39
| -3% | -$6.31K | 0.17% | 71 |
|
|
2015
Q3 | $222K | Buy |
+1,374
| New | +$222K | 0.17% | 70 |
|