Wheatland Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$294K | – | 52 |
|
|
2019
Q4 | $294K | Hold |
1,000
| – | – | 0.37% | 76 |
|
|
2019
Q3 | $288K | Hold |
1,000
| – | – | 0.26% | 80 |
|
|
2019
Q2 | $264K | Hold |
1,000
| – | – | 0.2% | 91 |
|
|
2019
Q1 | $242K | Hold |
1,000
| – | – | 0.18% | 92 |
|
|
2018
Q4 | $204K | Hold |
1,000
| – | – | 0.18% | 89 |
|
|
2018
Q3 | $235K | Hold |
1,000
| – | – | 0.18% | 93 |
|
|
2018
Q2 | $209K | Buy |
+1,000
| New | +$209K | 0.17% | 94 |
|