B. Riley Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,087
| Closed | -$391K | – | 1435 |
|
|
2024
Q1 | $391K | Buy |
5,087
+1,673
| +49% | +$129K | 0.01% | 919 |
|
|
2023
Q4 | $298K | Sell |
3,414
-1,673
| -33% | -$146K | 0.01% | 1059 |
|
|
2023
Q3 | $391K | Buy |
5,087
+1,254
| +33% | +$96.4K | 0.01% | 919 |
|
|
2023
Q2 | $341K | Buy |
3,833
+553
| +17% | +$49.2K | 0.01% | 1048 |
|
|
2023
Q1 | $226K | Buy |
+3,280
| New | +$226K | 0.01% | 1232 |
|
|
2022
Q1 | – | Sell |
-3,455
| Closed | -$274K | – | 1409 |
|
|
2021
Q4 | $274K | Buy |
+3,455
| New | +$274K | 0.01% | 1123 |
|
|
2021
Q2 | – | Sell |
-5,830
| Closed | -$479K | – | 1390 |
|
|
2021
Q1 | $479K | Buy |
+5,830
| New | +$479K | 0.02% | 751 |
|
|
2015
Q1 | – | Sell |
-30
| Closed | -$1 | – | 848 |
|
|
2014
Q4 | $1 | Buy |
+30
| New | +$1 | ﹤0.01% | 3522 |
|
|
2014
Q3 | – | Sell |
-30
| Closed | -$454 | – | 888 |
|
|
2014
Q2 | $454 | Buy |
+30
| New | +$454 | ﹤0.01% | 2333 |
|