TWP
TFO Wealth Partners’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$386 | – | 222 |
|
|
2024
Q1 | $386 | Hold |
4
| – | – | ﹤0.01% | 324 |
|
|
2023
Q4 | $350 | Sell |
4
-3
| -43% | -$263 | ﹤0.01% | 457 |
|
|
2023
Q3 | $623 | Buy |
7
+3
| +75% | +$267 | ﹤0.01% | 394 |
|
|
2023
Q2 | $356 | Hold |
4
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $275 | Sell |
4
-78
| -95% | -$5.36K | ﹤0.01% | 399 |
|
|
2022
Q4 | $37.4K | Buy |
+82
| New | +$37.4K | 0.01% | 60 |
|