IWS
Insight Wealth Strategies’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51,815
| Closed | -$3.71M | – | 159 |
|
|
2024
Q4 | $3.71M | Buy |
51,815
+1,632
| +3% | +$117K | 0.5% | 67 |
|
|
2024
Q3 | $3.79M | Buy |
+50,183
| New | +$3.79M | 0.5% | 56 |
|
|
2022
Q4 | – | Sell |
-17,539
| Closed | -$1.06M | – | 138 |
|
|
2022
Q3 | $1.06M | Hold |
17,539
| – | – | 0.2% | 92 |
|
|
2022
Q2 | $1.06M | Sell |
17,539
-197
| -1% | -$11.9K | 0.2% | 92 |
|
|
2022
Q1 | $1.18M | Buy |
17,736
+1,196
| +7% | +$79.6K | 0.17% | 95 |
|
|
2021
Q4 | $1.31M | Buy |
16,540
+1,106
| +7% | +$87.4K | 0.19% | 84 |
|
|
2021
Q3 | $1.33M | Buy |
15,434
+696
| +5% | +$59.9K | 0.19% | 77 |
|
|
2021
Q2 | $1.22M | Buy |
14,738
+13,061
| +779% | -$168K | 0.17% | 76 |
|
|
2021
Q1 | $1.38M | Buy |
1,677
+223
| +15% | +$183K | 0.18% | 78 |
|
|
2020
Q4 | $1.34M | Buy |
1,454
+33
| +2% | +$30.5K | 0.23% | 63 |
|
|
2020
Q3 | $1.21M | Buy |
1,421
+369
| +35% | +$313K | 0.22% | 52 |
|
|
2020
Q2 | $748K | Buy |
1,052
+144
| +16% | +$102K | 0.17% | 60 |
|
|
2020
Q1 | $533K | Sell |
908
-1,262
| -58% | -$741K | 0.14% | 71 |
|
|
2019
Q4 | $1.3M | Buy |
2,170
+20
| +0.9% | +$12K | 0.27% | 66 |
|
|
2019
Q3 | $1.28M | Buy |
2,150
+1,517
| +240% | +$900K | 0.3% | 62 |
|
|
2019
Q2 | $351K | Buy |
+633
| New | +$351K | 0.09% | 130 |
|