WPWM
Western Pacific Wealth Management’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$37.7K | – | 223 |
|
|
2024
Q3 | $37.7K | Sell |
500
-1
| -0.2% | -$75 | 0.03% | 178 |
|
|
2024
Q2 | $37.1K | Sell |
501
-253
| -34% | -$18.8K | 0.03% | 158 |
|
|
2024
Q1 | $72.8K | Sell |
754
-158
| -17% | -$15.3K | 0.05% | 122 |
|
|
2023
Q4 | $79.7K | Hold |
912
| – | – | 0.06% | 112 |
|
|
2023
Q3 | $70.1K | Sell |
912
-449
| -33% | -$34.5K | 0.06% | 110 |
|
|
2023
Q2 | $121K | Hold |
1,361
| – | – | 0.09% | 69 |
|
|
2023
Q1 | $93.7K | Sell |
1,361
-497
| -27% | -$34.2K | 0.07% | 84 |
|
|
2022
Q4 | $144K | Buy |
1,858
+546
| +42% | +$42.2K | 0.12% | 52 |
|
|
2022
Q3 | $91K | Buy |
1,312
+1,287
| +5,148% | +$89.3K | 0.09% | 57 |
|
|
2022
Q2 | $1K | Buy |
25
+11
| +79% | +$440 | ﹤0.01% | 182 |
|
|
2022
Q1 | $0 | Buy |
14
+8
| +133% | – | ﹤0.01% | 224 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 225 |
|