TWMP
Taylor Wealth Management Partners’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-125
| Closed | -$42K | – | 65 |
|
|
2018
Q4 | $42K | Sell |
125
-100
| -44% | -$33.6K | 0.02% | 60 |
|
|
2018
Q3 | $95K | Hold |
225
| – | – | 0.04% | 65 |
|
|
2018
Q2 | $93K | Hold |
225
| – | – | 0.04% | 67 |
|
|
2018
Q1 | $82K | Sell |
225
-15
| -6% | -$5.47K | 0.04% | 68 |
|
|
2017
Q4 | $71K | Hold |
240
| – | – | 0.03% | 90 |
|
|
2017
Q3 | $64K | Hold |
240
| – | – | 0.03% | 95 |
|
|
2017
Q2 | $63K | Hold |
240
| – | – | 0.03% | 98 |
|
|
2017
Q1 | $50K | Hold |
240
| – | – | 0.02% | 102 |
|
|
2016
Q4 | $45K | Hold |
240
| – | – | 0.02% | 101 |
|
|
2016
Q3 | $52K | Hold |
240
| – | – | 0.02% | 90 |
|
|
2016
Q2 | $52K | Hold |
240
| – | – | 0.02% | 91 |
|
|
2016
Q1 | $45K | Hold |
240
| – | – | 0.02% | 86 |
|
|
2015
Q4 | $50K | Hold |
240
| – | – | 0.02% | 81 |
|
|
2015
Q3 | $42K | Hold |
240
| – | – | 0.02% | 84 |
|
|
2015
Q2 | $48K | Hold |
240
| – | – | 0.02% | 98 |
|
|
2015
Q1 | $47K | Buy |
+240
| New | +$47K | 0.01% | 84 |
|