JWA
JFS Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28K | Sell |
103
-12
| -10% | -$965 | ﹤0.01% | 922 |
|
|
2025
Q1 | $9.11K | Buy |
115
+8
| +7% | +$634 | ﹤0.01% | 908 |
|
|
2024
Q4 | $7.66K | Sell |
107
-7
| -6% | -$501 | ﹤0.01% | 952 |
|
|
2024
Q3 | $8.6K | Buy |
114
+4
| +4% | +$302 | ﹤0.01% | 908 |
|
|
2024
Q2 | $8.16K | Hold |
110
| – | – | ﹤0.01% | 860 |
|
|
2024
Q1 | $10.6K | Hold |
110
| – | – | ﹤0.01% | 797 |
|
|
2023
Q4 | $9.61K | Buy |
110
+10
| +10% | +$874 | ﹤0.01% | 785 |
|
|
2023
Q3 | $7.69K | Buy |
100
+1
| +1% | +$77 | ﹤0.01% | 816 |
|
|
2023
Q2 | $8.81K | Hold |
99
| – | – | ﹤0.01% | 767 |
|
|
2023
Q1 | $6.82K | Sell |
99
-5
| -5% | -$344 | ﹤0.01% | 873 |
|
|
2022
Q4 | $8.04K | Buy |
104
+4
| +4% | +$309 | ﹤0.01% | 794 |
|
|
2022
Q3 | $7K | Buy |
100
+48
| +92% | +$3.36K | ﹤0.01% | 850 |
|
|
2022
Q2 | $3K | Sell |
52
-29
| -36% | -$1.67K | ﹤0.01% | 1164 |
|
|
2022
Q1 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 1026 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | -$1K | – | 507 |
|
|
2019
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 471 |
|
|
2019
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 464 |
|