CTWM
Cherry Tree Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-147
| Closed | -$11.6K | – | 632 |
|
|
2025
Q1 | $11.6K | Hold |
147
| – | – | ﹤0.01% | 403 |
|
|
2024
Q4 | $10.5K | Hold |
147
| – | – | ﹤0.01% | 407 |
|
|
2024
Q3 | $11.1K | Hold |
147
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $10.9K | Buy |
+147
| New | +$10.9K | ﹤0.01% | 383 |
|
|
2024
Q1 | – | Sell |
-85
| Closed | -$7.43K | – | 601 |
|
|
2023
Q4 | $7.43K | Hold |
85
| – | – | ﹤0.01% | 392 |
|
|
2023
Q3 | $6.54K | Hold |
85
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $7.57K | Buy |
+85
| New | +$7.57K | ﹤0.01% | 367 |
|