AE Wealth Management’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,633
| Closed | -$200K | – | 1322 |
|
|
2023
Q4 | $200K | Buy |
+8,633
| New | +$200K | ﹤0.01% | 1886 |
|
|
2023
Q2 | – | Sell |
-9,803
| Closed | -$210K | – | 1928 |
|
|
2023
Q1 | $210K | Sell |
9,803
-5
| -0.1% | -$107 | ﹤0.01% | 1716 |
|
|
2022
Q4 | $248K | Sell |
9,808
-1,520
| -13% | -$38.4K | ﹤0.01% | 1576 |
|
|
2022
Q3 | $265K | Sell |
11,328
-1,233
| -10% | -$28.8K | ﹤0.01% | 1514 |
|
|
2022
Q2 | $367K | Buy |
12,561
+2,176
| +21% | +$63.6K | ﹤0.01% | 1343 |
|
|
2022
Q1 | $418K | Buy |
10,385
+442
| +4% | +$17.8K | ﹤0.01% | 1286 |
|
|
2021
Q4 | $400K | Sell |
9,943
-334
| -3% | -$13.4K | ﹤0.01% | 1345 |
|
|
2021
Q3 | $383K | Sell |
10,277
-132
| -1% | -$4.92K | ﹤0.01% | 1276 |
|
|
2021
Q2 | $383K | Sell |
10,409
-1,759
| -14% | -$64.7K | ﹤0.01% | 1236 |
|
|
2021
Q1 | $430K | Sell |
12,168
-2,937
| -19% | -$104K | ﹤0.01% | 1089 |
|
|
2020
Q4 | $506K | Buy |
15,105
+1,954
| +15% | +$65.5K | 0.01% | 953 |
|
|
2020
Q3 | $376K | Sell |
13,151
-893
| -6% | -$25.5K | 0.01% | 962 |
|
|
2020
Q2 | $419K | Buy |
14,044
+1,227
| +10% | +$36.6K | 0.01% | 930 |
|
|
2020
Q1 | $375K | Sell |
12,817
-1,231
| -9% | -$36K | 0.01% | 785 |
|
|
2019
Q4 | $579K | Sell |
14,048
-5,040
| -26% | -$208K | 0.01% | 691 |
|
|
2019
Q3 | $718K | Sell |
19,088
-843
| -4% | -$31.7K | 0.02% | 525 |
|
|
2019
Q2 | $756K | Buy |
+19,931
| New | +$756K | 0.02% | 476 |
|