HGWM
CSR
Horst & Graben Wealth Management’s Centerspace CSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,045
| Closed | -$391K | – | 176 |
|
|
2025
Q1 | $391K | Hold |
6,045
| – | – | 0.07% | 110 |
|
|
2024
Q4 | $400K | Hold |
6,045
| – | – | 0.07% | 103 |
|
|
2024
Q3 | $426K | Hold |
6,045
| – | – | 0.08% | 96 |
|
|
2024
Q2 | $409K | Hold |
6,045
| – | – | 0.08% | 94 |
|
|
2024
Q1 | $345K | Hold |
6,045
| – | – | 0.07% | 101 |
|
|
2023
Q4 | $352K | Hold |
6,045
| – | – | 0.08% | 96 |
|
|
2023
Q3 | $364K | Hold |
6,045
| – | – | 0.09% | 95 |
|
|
2023
Q2 | $371K | Hold |
6,045
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $330K | Hold |
6,045
| – | – | 0.08% | 92 |
|
|
2022
Q4 | $355K | Hold |
6,045
| – | – | 0.09% | 93 |
|
|
2022
Q3 | $407K | Hold |
6,045
| – | – | 0.12% | 83 |
|
|
2022
Q2 | $493K | Hold |
6,045
| – | – | 0.13% | 79 |
|
|
2022
Q1 | $593K | Hold |
6,045
| – | – | 0.14% | 71 |
|
|
2021
Q4 | $670K | Buy |
6,045
+45
| +0.8% | +$4.99K | 0.17% | 64 |
|
|
2021
Q3 | $567K | Hold |
6,000
| – | – | 0.16% | 72 |
|
|
2021
Q2 | $473K | Hold |
6,000
| – | – | 0.13% | 81 |
|
|
2021
Q1 | $408K | Hold |
6,000
| – | – | 0.13% | 89 |
|
|
2020
Q4 | $424K | Hold |
6,000
| – | – | 0.15% | 78 |
|
|
2020
Q3 | $391K | Hold |
6,000
| – | – | 0.15% | 75 |
|
|
2020
Q2 | $423K | Hold |
6,000
| – | – | 0.19% | 62 |
|
|
2020
Q1 | $330K | Buy |
+6,000
| New | +$330K | 0.17% | 67 |
|