BWM
BerganKDV Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.07K | Sell |
12
-34
| -74% | -$3.03K | ﹤0.01% | 750 |
|
|
2023
Q1 | $3.17K | Sell |
46
-2
| -4% | -$138 | ﹤0.01% | 762 |
|
|
2022
Q4 | $3.71K | Sell |
48
-4
| -8% | -$309 | ﹤0.01% | 712 |
|
|
2022
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 706 |
|
|
2022
Q2 | $3K | Buy |
52
+12
| +30% | +$692 | ﹤0.01% | 759 |
|
|
2022
Q1 | $3K | Sell |
40
-80
| -67% | -$6K | ﹤0.01% | 791 |
|
|
2021
Q4 | $9K | Buy |
120
+57
| +90% | +$4.28K | ﹤0.01% | 674 |
|
|
2021
Q3 | $5K | Buy |
63
+3
| +5% | +$238 | ﹤0.01% | 743 |
|
|
2021
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 692 |
|
|
2021
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 659 |
|
|
2020
Q4 | $6K | Sell |
60
-40
| -40% | -$4K | ﹤0.01% | 630 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2020
Q2 | $7K | Sell |
100
-10
| -9% | -$700 | ﹤0.01% | 578 |
|
|
2020
Q1 | $6K | Buy |
110
+40
| +57% | +$2.18K | ﹤0.01% | 549 |
|
|
2019
Q4 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 649 |
|
|
2019
Q1 | – | Sell |
-230
| Closed | -$8K | – | 731 |
|
|
2018
Q4 | $8K | Hold |
230
| – | – | ﹤0.01% | 506 |
|
|
2018
Q3 | $10K | Hold |
230
| – | – | ﹤0.01% | 488 |
|
|
2018
Q2 | $9K | Buy |
+230
| New | +$9K | ﹤0.01% | 513 |
|