AWM
Avitas Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $352K | Sell |
4,910
-126
| -3% | -$9.02K | 0.05% | 170 |
|
|
2024
Q3 | $380K | Sell |
5,036
-382
| -7% | -$28.8K | 0.05% | 173 |
|
|
2024
Q2 | $402K | Sell |
5,418
-312
| -5% | -$23.1K | 0.06% | 176 |
|
|
2024
Q1 | $554K | Sell |
5,730
-59
| -1% | -$5.7K | 0.08% | 167 |
|
|
2023
Q4 | $506K | Sell |
5,789
-24
| -0.4% | -$2.1K | 0.08% | 161 |
|
|
2023
Q3 | $447K | Sell |
5,813
-189
| -3% | -$14.5K | 0.09% | 169 |
|
|
2023
Q2 | $534K | Sell |
6,002
-84
| -1% | -$7.48K | 0.1% | 150 |
|
|
2023
Q1 | $419K | Sell |
6,086
-184
| -3% | -$12.7K | 0.08% | 172 |
|
|
2022
Q4 | $485K | Buy |
6,270
+1,544
| +33% | +$119K | 0.1% | 144 |
|
|
2022
Q3 | $329K | Buy |
4,726
+34
| +0.7% | +$2.37K | 0.08% | 159 |
|
|
2022
Q2 | $283K | Buy |
+4,692
| New | +$283K | 0.06% | 168 |
|