EWA
Exencial Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-369
| Closed | -$303K | – | 447 |
|
|
2021
Q1 | $303K | Sell |
369
-99
| -21% | -$81.3K | 0.02% | 351 |
|
|
2020
Q4 | $433K | Sell |
468
-83
| -15% | -$76.8K | 0.03% | 259 |
|
|
2020
Q3 | $468K | Hold |
551
| – | – | 0.02% | 259 |
|
|
2020
Q2 | $392K | Hold |
551
| – | – | 0.03% | 243 |
|
|
2020
Q1 | $324K | Hold |
551
| – | – | 0.06% | 183 |
|
|
2019
Q4 | $330K | Hold |
551
| – | – | 0.06% | 201 |
|
|
2019
Q3 | $327K | Buy |
551
+124
| +29% | +$73.6K | 0.07% | 189 |
|
|
2019
Q2 | $237K | Buy |
+427
| New | +$237K | 0.06% | 205 |
|