TWA
TCI Wealth Advisors’s Cousins Properties CUZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-47
| Closed | -$1.19K | – | 2543 |
|
2022
Q4 | $1.19K | Buy |
+47
| New | +$1.19K | ﹤0.01% | 2084 |
|
2021
Q2 | – | Sell |
-98
| Closed | -$3K | – | 2321 |
|
2021
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 1487 |
|
2020
Q4 | $3K | Sell |
98
-241
| -71% | -$7.38K | ﹤0.01% | 1048 |
|
2020
Q3 | $10K | Buy |
339
+19
| +6% | +$560 | ﹤0.01% | 562 |
|
2020
Q2 | $10K | Buy |
+320
| New | +$10K | ﹤0.01% | 557 |
|
2018
Q2 | – | Sell |
-132
| Closed | -$1K | – | 1516 |
|
2018
Q1 | $1K | Hold |
132
| – | – | ﹤0.01% | 1113 |
|
2017
Q4 | $1K | Buy |
+132
| New | +$1K | ﹤0.01% | 1164 |
|