LWA
Lenox Wealth Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $44K | Hold |
700
| – | – | 0.01% | 259 |
|
|
2021
Q4 | $55K | Hold |
700
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $60K | Hold |
700
| – | – | 0.01% | 210 |
|
|
2021
Q2 | $58K | Buy |
700
+630
| +900% | – | 0.01% | 212 |
|
|
2021
Q1 | $58K | Hold |
70
| – | – | 0.01% | 172 |
|
|
2020
Q4 | $65K | Hold |
70
| – | – | 0.01% | 160 |
|
|
2020
Q3 | $59K | Hold |
70
| – | – | 0.01% | 147 |
|
|
2020
Q2 | $50K | Hold |
70
| – | – | 0.01% | 162 |
|
|
2020
Q1 | $41K | Hold |
70
| – | – | 0.01% | 158 |
|
|
2019
Q4 | $42K | Buy |
+70
| New | +$42K | 0.01% | 198 |
|
|
2018
Q2 | – | Sell |
-349
| Closed | -$127K | – | 567 |
|
|
2018
Q1 | $127K | Buy |
349
+6
| +2% | +$2.18K | 0.03% | 88 |
|
|
2017
Q4 | $102K | Buy |
+343
| New | +$102K | 0.03% | 69 |
|