Heritage Wealth Management (Arizona)’s CoStar Group CSGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $957K | Buy |
12,378
+6,377
| +106% | +$493K | 0.14% | 117 |
|
|
2022
Q3 | $418K | Sell |
6,001
-147
| -2% | -$10.2K | 0.13% | 112 |
|
|
2022
Q2 | $371K | Buy |
6,148
+238
| +4% | +$14.4K | 0.12% | 125 |
|
|
2022
Q1 | $394K | Buy |
+5,910
| New | +$394K | 0.11% | 152 |
|
|
2021
Q3 | $491K | Sell |
5,711
-219
| -4% | -$18.8K | 0.17% | 90 |
|
|
2021
Q2 | $491K | Buy |
5,930
+720
| +14% | +$59.6K | 0.19% | 92 |
|
|
2021
Q1 | $428K | Buy |
+5,210
| New | +$428K | 0.24% | 79 |
|