Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,519
| Closed | -$222K | – | 227 |
|
|
2022
Q1 | $222K | Hold |
5,519
| – | – | 0.05% | 202 |
|
|
2021
Q4 | $222K | Buy |
5,519
+147
| +3% | +$5.92K | 0.05% | 211 |
|
|
2021
Q3 | $200K | Buy |
+5,372
| New | +$200K | 0.05% | 209 |
|
|
2021
Q1 | – | Sell |
-6,114
| Closed | -$205K | – | 190 |
|
|
2020
Q4 | $205K | Buy |
+6,114
| New | +$205K | 0.06% | 176 |
|
|
2020
Q3 | – | Sell |
-6,756
| Closed | -$202K | – | 161 |
|
|
2020
Q2 | $202K | Buy |
+6,756
| New | +$202K | 0.09% | 151 |
|
|
2020
Q1 | – | Sell |
-6,756
| Closed | -$278K | – | 133 |
|
|
2019
Q4 | $278K | Buy |
+6,756
| New | +$278K | 0.12% | 131 |
|