Capital Directions Investment Advisors’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $107K | Buy |
+4,213
| New | +$107K | 0.04% | 74 |
|
|
2022
Q3 | – | Sell |
-5,373
| Closed | -$157K | – | 217 |
|
|
2022
Q2 | $157K | Buy |
+5,373
| New | +$157K | 0.05% | 77 |
|
|
2021
Q1 | – | Sell |
-1,198
| Closed | -$40K | – | 218 |
|
|
2020
Q4 | $40K | Hold |
1,198
| – | – | 0.01% | 121 |
|
|
2020
Q3 | $34K | Hold |
1,198
| – | – | 0.01% | 123 |
|
|
2020
Q2 | $36K | Hold |
1,198
| – | – | 0.01% | 123 |
|
|
2020
Q1 | $35K | Sell |
1,198
-6
| -0.5% | -$175 | 0.02% | 129 |
|
|
2019
Q4 | $50K | Hold |
1,204
| – | – | 0.02% | 133 |
|
|
2019
Q3 | $45K | Buy |
+1,204
| New | +$45K | 0.01% | 132 |
|
|
2018
Q3 | – | Sell |
-407
| Closed | -$16K | – | 162 |
|
|
2018
Q2 | $16K | Buy |
+407
| New | +$16K | 0.01% | 115 |
|