PMFA
Plante Moran Financial Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-28
| Closed | -$2K | – | 894 |
|
|
2022
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 801 |
|
|
2021
Q4 | – | Sell |
-190
| Closed | -$16K | – | 1016 |
|
|
2021
Q3 | $16K | Sell |
190
-240
| -56% | -$20.2K | ﹤0.01% | 604 |
|
|
2021
Q2 | $36K | Buy |
430
+364
| +552% | +$30.5K | 0.01% | 434 |
|
|
2021
Q1 | $54K | Hold |
66
| – | – | 0.01% | 344 |
|
|
2020
Q4 | $61K | Sell |
66
-10
| -13% | -$9.24K | 0.02% | 318 |
|
|
2020
Q3 | $64K | Buy |
76
+10
| +15% | +$8.42K | 0.02% | 282 |
|
|
2020
Q2 | $47K | Buy |
66
+40
| +154% | +$28.5K | 0.02% | 298 |
|
|
2020
Q1 | $15K | Buy |
+26
| New | +$15K | 0.01% | 432 |
|
|
2018
Q1 | – | Sell |
-32
| Closed | -$10K | – | 957 |
|
|
2017
Q4 | $10K | Buy |
+32
| New | +$10K | 0.01% | 588 |
|