1919 Variable Socially Responsive Balanced Fund COST Holdings History
1919 Variable Socially Responsive Balanced Fund's Costco Wholesale Corp Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 849.00 shares of Costco Wholesale Corp(COST), totaling $560,410.00. This investment constitutes 2.22% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.
The initial trade took place in 2020Q1. In addition, there have been 10 sales at an average price of $425.28 for 1,651.00 shares. Based on historical transaction data and COST's current price of $977.78, 1919 Variable Socially Responsive Balanced Fund's estimated gain on his COST holdings is $773,666.56, reflecting a 101.99% gain to date.
1919 Variable Socially Responsive Balanced Fund COST ($977.78) Holding Chart
1919 Variable Socially Responsive Balanced Fund COST ($977.78) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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