LWM

Lenox Wealth Management’s CoStar Group CSGP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$213K	Hold	300	–	–	0.07%	145
2020 Q1	$176K	Hold	300	–	–	0.06%	144
2019 Q4	$179K	Hold	300	–	–	0.05%	156
2019 Q3	$177K	Hold	300	–	–	0.05%	153
2019 Q2	$166K	Hold	300	–	–	0.05%	143
2019 Q1	$140K	Hold	300	–	–	0.04%	148
2018 Q4	$101K	Hold	300	–	–	0.03%	157
2018 Q3	$126K	Hold	300	–	–	0.04%	171
2018 Q2	$124K	Hold	300	–	–	0.04%	159
2018 Q1	$108K	Hold	300	–	–	0.03%	165
2017 Q4	$89K	Sell	300 -40	-12%	-$11.9K	0.03%	167
2017 Q3	$91K	Buy	340 +20	+6%	+$5.35K	0.03%	172
2017 Q2	$84K	Buy	320 +20	+7%	+$5.25K	0.03%	164
2017 Q1	$62K	Hold	300	–	–	0.04%	83
2016 Q4	$57K	Hold	300	–	–	0.04%	101
2016 Q3	$65K	Hold	300	–	–	0.05%	86
2016 Q2	$66K	Hold	300	–	–	0.05%	85
2016 Q1	$56K	Hold	300	–	–	0.04%	102
2015 Q4	$62K	Hold	300	–	–	0.05%	99
2015 Q3	$52K	Hold	300	–	–	0.04%	76
2015 Q2	$60K	Hold	300	–	–	0.04%	75
2015 Q1	$59K	Hold	300	–	–	0.04%	78
2014 Q4	$55K	Hold	300	–	–	0.04%	79
2014 Q3	$47K	Hold	300	–	–	0.03%	84
2014 Q2	$47K	Hold	300	–	–	0.03%	85
2014 Q1	$56K	Buy	300 +100	+50%	+$18.7K	0.03%	86
2013 Q4	$37K	Buy	+200	New	+$37K	0.02%	98