JWM
Jackson Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-59,114
| Closed | -$12K | – | 116 |
|
|
2021
Q3 | $12K | Buy |
59,114
+30,024
| +103% | +$6.1K | 0.15% | 67 |
|
|
2021
Q2 | $2.41M | Buy |
29,090
+26,657
| +1,096% | +$2.21M | 0.3% | 79 |
|
|
2021
Q1 | $2M | Buy |
2,433
+207
| +9% | +$170K | 0.3% | 81 |
|
|
2020
Q4 | $2.06M | Buy |
2,226
+134
| +6% | +$124K | 0.28% | 79 |
|
|
2020
Q3 | $1.78M | Buy |
2,092
+759
| +57% | +$644K | 0.27% | 77 |
|
|
2020
Q2 | $947K | Buy |
1,333
+183
| +16% | +$130K | 0.17% | 100 |
|
|
2020
Q1 | $760K | Buy |
+1,150
| New | +$760K | 0.16% | 88 |
|