HighMark 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
Q2 | – | Sell |
-106
| Closed | -$2.55K | – | 596 |
|
|
2024
Q1 | $2.55K | Hold |
106
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $2.58K | Hold |
106
| – | – | ﹤0.01% | 444 |
|
|
2023
Q3 | $2.16K | Buy |
+106
| New | +$2.16K | ﹤0.01% | 447 |
|
|
2021
Q2 | – | Sell |
-137
| Closed | -$5K | – | 511 |
|
|
2021
Q1 | $5K | Sell |
137
-18
| -12% | -$657 | ﹤0.01% | 334 |
|
|
2020
Q4 | $5K | Hold |
155
| – | – | ﹤0.01% | 328 |
|
|
2020
Q3 | $4K | Hold |
155
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $5K | Hold |
155
| – | – | 0.01% | 308 |
|
|
2020
Q1 | $4K | Sell |
155
-45
| -23% | -$1.16K | ﹤0.01% | 245 |
|
|
2019
Q4 | $8K | Buy |
+200
| New | +$8K | 0.01% | 234 |
|