9WM
9258 Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,322
| Closed | -$301K | – | 329 |
|
|
2022
Q3 | $301K | Sell |
4,322
-1
| -0% | -$70 | 0.08% | 239 |
|
|
2022
Q2 | $261K | Buy |
4,323
+314
| +8% | +$19K | 0.07% | 277 |
|
|
2022
Q1 | $267K | Buy |
4,009
+854
| +27% | +$56.9K | 0.06% | 300 |
|
|
2021
Q4 | $249K | Buy |
+3,155
| New | +$249K | 0.06% | 323 |
|