CWP
CFM Wealth Partners’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,540
| Closed | -$390K | – | 183 |
|
|
2021
Q3 | $390K | Hold |
4,540
| – | – | 0.1% | 126 |
|
|
2021
Q2 | $376K | Buy |
4,540
+4,086
| +900% | +$338K | 0.1% | 117 |
|
|
2021
Q1 | $373K | Sell |
454
-36
| -7% | -$29.6K | 0.11% | 110 |
|
|
2020
Q4 | $453K | Sell |
490
-10
| -2% | -$9.25K | 0.14% | 90 |
|
|
2020
Q3 | $424K | Hold |
500
| – | – | 0.15% | 95 |
|
|
2020
Q2 | $355K | Sell |
500
-34
| -6% | -$24.1K | 0.13% | 103 |
|
|
2020
Q1 | $314K | Hold |
534
| – | – | 0.15% | 100 |
|
|
2019
Q4 | $348K | Buy |
+534
| New | +$348K | 0.13% | 106 |
|