IWP
Icon Wealth Partners’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $896K | Sell |
11,652
-447
| -4% | -$34.4K | 0.1% | 127 |
|
|
2023
Q2 | $1.08M | Sell |
12,099
-1,890
| -14% | -$168K | 0.11% | 127 |
|
|
2023
Q1 | $963K | Buy |
+13,989
| New | +$963K | 0.1% | 141 |
|
|
2022
Q2 | $959K | Sell |
15,871
-3,552
| -18% | -$215K | 0.11% | 137 |
|
|
2022
Q1 | $1.29M | Buy |
19,423
+9,490
| +96% | +$632K | 0.13% | 128 |
|
|
2021
Q4 | $785K | Sell |
9,933
-5,958
| -37% | -$471K | 0.08% | 170 |
|
|
2021
Q3 | $1.37M | Buy |
15,891
+801
| +5% | +$69K | 0.14% | 138 |
|
|
2021
Q2 | $1.25M | Buy |
15,090
+13,750
| +1,026% | +$1.14M | 0.13% | 140 |
|
|
2021
Q1 | $1.1M | Buy |
1,340
+290
| +28% | +$238K | 0.14% | 135 |
|
|
2020
Q4 | $970K | Buy |
1,050
+211
| +25% | +$195K | 0.15% | 122 |
|
|
2020
Q3 | $712K | Buy |
+839
| New | +$712K | 0.14% | 118 |
|
|
2019
Q2 | – | Sell |
-193
| Closed | -$90K | – | 298 |
|
|
2019
Q1 | $90K | Buy |
+193
| New | +$90K | 0.03% | 240 |
|
|
2018
Q3 | – | Sell |
-205
| Closed | -$85K | – | 371 |
|
|
2018
Q2 | $85K | Buy |
+205
| New | +$85K | 0.04% | 269 |
|
|
2018
Q1 | – | Sell |
-205
| Closed | -$61K | – | 362 |
|
|
2017
Q4 | $61K | Buy |
+205
| New | +$61K | 0.03% | 361 |
|