Kingswood Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
3,000
+278
| +10% | +$22.4K | 0.02% | 641 |
|
|
2025
Q1 | $216K | Buy |
+2,722
| New | +$216K | 0.02% | 663 |
|
|
2024
Q4 | – | Sell |
-7,730
| Closed | -$583K | – | 815 |
|
|
2024
Q3 | $583K | Sell |
7,730
-218
| -3% | -$16.4K | 0.04% | 417 |
|
|
2024
Q2 | $589K | Sell |
7,948
-1,000
| -11% | -$74.1K | 0.05% | 350 |
|
|
2024
Q1 | $864K | Buy |
8,948
+24
| +0.3% | +$2.32K | 0.1% | 228 |
|
|
2023
Q4 | $780K | Sell |
8,924
-941
| -10% | -$82.2K | 0.09% | 244 |
|
|
2023
Q3 | $759K | Buy |
+9,865
| New | +$759K | 0.13% | 179 |
|