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Concord Wealth Partners’s Cousins Properties CUZ Stock Holding History

Concord Wealth Partners’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28
Closed -$648 – 972
2024
Q2 		$648 Sell
28
-364
-93% -$8.38K ﹤0.01% 748
2024
Q1 		$9.42K Hold
392
– – ﹤0.01% 577
2023
Q4 		$9.54K Sell
392
-62
-14% -$1.27K ﹤0.01% 572
2023
Q3 		$9.25K Hold
454
– – ﹤0.01% 632
2023
Q2 		$10.4K Buy
454
+392
+632% +$8.2K ﹤0.01% 602
2023
Q1 		$1.33K Sell
62
-392
-86% -$9.54K ﹤0.01% 863
2022
Q4 		$11.5K Buy
+454
New +$11.1K ﹤0.01% 617
2022
Q3 		– Sell
-62
Closed -$2K – 358
2022
Q2 		$2K Hold
62
– – ﹤0.01% 1004
2022
Q1 		$2K Hold
62
– – ﹤0.01% 1080
2021
Q4 		$2K Hold
62
– – ﹤0.01% 1112
2021
Q3 		$2K Hold
62
– – ﹤0.01% 742
2021
Q2 		$2K Hold
62
– – ﹤0.01% 879
2021
Q1 		$2K Buy
+62
New +$2.11K ﹤0.01% 816

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AAMU
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