Valeo Financial Advisors’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,370
| Closed | -$218K | – | 664 |
|
|
2024
Q1 | $218K | Sell |
2,370
-51
| -2% | -$4.69K | 0.01% | 588 |
|
|
2023
Q4 | $212K | Buy |
+2,421
| New | +$212K | 0.01% | 579 |
|
|
2023
Q1 | – | Sell |
-4,218
| Closed | -$326K | – | 623 |
|
|
2022
Q4 | $326K | Buy |
+4,218
| New | +$326K | 0.02% | 370 |
|
|
2021
Q2 | – | Sell |
-40
| Closed | -$3K | – | 721 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q3 | $3K | Sell |
40
-850
| -96% | -$63.8K | ﹤0.01% | 1289 |
|
|
2020
Q2 | $63K | Buy |
890
+480
| +117% | +$34K | 0.01% | 613 |
|
|
2020
Q1 | $25K | Buy |
410
+140
| +52% | +$8.54K | ﹤0.01% | 796 |
|
|
2019
Q4 | $16K | Sell |
270
-70
| -21% | -$4.15K | ﹤0.01% | 956 |
|
|
2019
Q3 | $20K | Sell |
340
-10
| -3% | -$588 | ﹤0.01% | 835 |
|
|
2019
Q2 | $19K | Hold |
350
| – | – | ﹤0.01% | 853 |
|
|
2019
Q1 | $16K | Sell |
350
-30
| -8% | -$1.37K | ﹤0.01% | 830 |
|
|
2018
Q4 | $13K | Sell |
380
-60
| -14% | -$2.05K | ﹤0.01% | 803 |
|
|
2018
Q3 | $16K | Sell |
440
-20
| -4% | -$727 | ﹤0.01% | 828 |
|
|
2018
Q2 | $20K | Sell |
460
-80
| -15% | -$3.48K | ﹤0.01% | 753 |
|
|
2018
Q1 | $20K | Sell |
540
-20
| -4% | -$741 | ﹤0.01% | 707 |
|
|
2017
Q4 | $17K | Sell |
560
-50
| -8% | -$1.52K | ﹤0.01% | 701 |
|
|
2017
Q3 | $16K | Buy |
+610
| New | +$16K | ﹤0.01% | 593 |
|