J.P. Morgan Private Wealth Advisors’s Cousins Properties CUZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $788K | Sell |
38,677
-242
| -0.6% | -$4.93K | ﹤0.01% | 1065 |
|
|
2023
Q2 | $887K | Sell |
38,919
-19,093
| -33% | -$435K | ﹤0.01% | 804 |
|
|
2023
Q1 | $1.24M | Buy |
58,012
+5,188
| +10% | +$111K | ﹤0.01% | 1067 |
|
|
2022
Q4 | $1.34M | Buy |
52,824
+5,220
| +11% | +$132K | ﹤0.01% | 1017 |
|
|
2022
Q3 | $1.11M | Buy |
47,604
+759
| +2% | +$17.7K | ﹤0.01% | 1082 |
|
|
2022
Q2 | $1.37M | Buy |
46,845
+1,027
| +2% | +$30K | ﹤0.01% | 984 |
|
|
2022
Q1 | $1.85M | Buy |
45,818
+20,067
| +78% | +$808K | ﹤0.01% | 933 |
|
|
2021
Q4 | $1.04M | Buy |
25,751
+5,558
| +28% | +$224K | ﹤0.01% | 1224 |
|
|
2021
Q3 | $753K | Sell |
20,193
-241
| -1% | -$8.99K | ﹤0.01% | 1334 |
|
|
2021
Q2 | $752K | Sell |
20,434
-2,880
| -12% | -$106K | ﹤0.01% | 1325 |
|
|
2021
Q1 | $824K | Buy |
23,314
+5,118
| +28% | +$181K | ﹤0.01% | 1128 |
|
|
2020
Q4 | $610K | Sell |
18,196
-5,250
| -22% | -$176K | ﹤0.01% | 1211 |
|
|
2020
Q3 | $670K | Buy |
23,446
+1,111
| +5% | +$31.7K | ﹤0.01% | 1039 |
|
|
2020
Q2 | $666K | Buy |
+22,335
| New | +$666K | ﹤0.01% | 965 |
|
|
2018
Q3 | – | Sell |
-3,237
| Closed | -$125K | – | 1572 |
|
|
2018
Q2 | $125K | Buy |
+3,237
| New | +$125K | ﹤0.01% | 1407 |
|