Shelton Capital Management’s Cousins Properties CUZ Stock Holding History

Shelton Capital Management’s Portfolio CUZ Stock Details CUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,880	Closed	-$230K	–	691
2022 Q2	$230K	Hold	7,880	–	–	0.01%	607
2022 Q1	$317K	Hold	7,880	–	–	0.01%	512
2021 Q4	$317K	Sell	7,880 -671	-8%	-$27K	0.01%	528
2021 Q3	$319K	Hold	8,551	–	–	0.01%	525
2021 Q2	$315K	Hold	8,551	–	–	0.01%	541
2021 Q1	$302K	Hold	8,551	–	–	0.01%	551
2020 Q4	$286K	Hold	8,551	–	–	0.01%	504
2020 Q3	$244K	Hold	8,551	–	–	0.01%	596
2020 Q2	$255K	Sell	8,551 -773	-8%	-$23.1K	0.01%	493
2020 Q1	$273K	Sell	9,324 -358	-4%	-$10.5K	0.02%	422
2019 Q4	$399K	Hold	9,682	–	–	0.02%	411
2019 Q3	$364K	Buy	9,682 +3,342	+53%	+$126K	0.02%	442
2019 Q2	$229K	Buy	6,340 +6,279	+10,293%	+$227K	0.01%	697
2019 Q1	$25.4K	Sell	61 -6,279	-99%	-$2.61M	0.1%	193
2018 Q4	$200K	Hold	6,340	–	–	0.01%	703
2018 Q3	$225K	Hold	6,340	–	–	0.01%	782
2018 Q2	$246K	Hold	6,340	–	–	0.02%	681
2018 Q1	$220K	Hold	6,340	–	–	0.01%	723
2017 Q4	$235K	Hold	6,340	–	–	0.02%	722
2017 Q3	$237K	Hold	6,340	–	–	0.02%	696
2017 Q2	$223K	Hold	6,340	–	–	0.02%	761
2017 Q1	$210K	Sell	6,340 -7,063	-53%	-$234K	0.01%	781
2016 Q4	$456K	Buy	13,403 +7,342	+121%	+$250K	0.03%	390
2016 Q3	$179K	Hold	6,061	–	–	0.01%	753
2016 Q2	$178K	Hold	6,061	–	–	0.02%	726
2016 Q1	$178K	Buy	6,061 +845	+16%	+$24.8K	0.02%	723
2015 Q4	$139K	Hold	5,216	–	–	0.01%	720
2015 Q3	$136K	Hold	5,216	–	–	0.02%	715
2015 Q2	$153K	Hold	5,216	–	–	0.02%	753
2015 Q1	$156K	Hold	5,216	–	–	0.02%	769
2014 Q4	$168K	Hold	5,216	–	–	0.02%	775
2014 Q3	$176K	Hold	5,216	–	–	0.02%	735
2014 Q2	$183K	Buy	5,216 +514	+11%	+$18K	0.03%	772
2014 Q1	$152K	Hold	4,702	–	–	0.02%	752
2013 Q4	$137K	Buy	4,702 +397	+9%	+$11.6K	0.02%	739
2013 Q3	$125K	Buy	+4,305	New	+$125K	0.02%	678