SWS
SYSTM Wealth Solutions’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39,979
| Closed | -$2.96M | – | 217 |
|
|
2024
Q2 | $2.96M | Buy |
39,979
+7,598
| +23% | +$563K | 0.66% | 54 |
|
|
2024
Q1 | $3.13M | Buy |
32,381
+2,974
| +10% | +$287K | 0.4% | 71 |
|
|
2023
Q4 | $2.57M | Buy |
29,407
+3,237
| +12% | +$283K | 0.36% | 79 |
|
|
2023
Q3 | $2.01M | Buy |
26,170
+2,718
| +12% | +$209K | 0.31% | 88 |
|
|
2023
Q2 | $2.09M | Buy |
23,452
+1,848
| +9% | +$164K | 0.28% | 95 |
|
|
2023
Q1 | $1.49M | Sell |
21,604
-22,625
| -51% | -$1.56M | 0.23% | 115 |
|
|
2022
Q4 | $3.42M | Buy |
+44,229
| New | +$3.42M | 0.43% | 64 |
|