TWM
Tolleson Wealth Management’s Cousins Properties CUZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,880
| Closed | -$237K | – | 70 |
|
|
2022
Q1 | $237K | Hold |
5,880
| – | – | 0.07% | 68 |
|
|
2021
Q4 | $237K | Hold |
5,880
| – | – | 0.06% | 65 |
|
|
2021
Q3 | $219K | Hold |
5,880
| – | – | 0.06% | 63 |
|
|
2021
Q2 | $216K | Hold |
5,880
| – | – | 0.06% | 70 |
|
|
2021
Q1 | $208K | Buy |
+5,880
| New | +$208K | 0.06% | 72 |
|
|
2020
Q4 | – | Sell |
-48,222
| Closed | -$1.38M | – | 68 |
|
|
2020
Q3 | $1.38M | Hold |
48,222
| – | – | 0.56% | 25 |
|
|
2020
Q2 | $1.44M | Buy |
48,222
+12,200
| +34% | +$364K | 0.63% | 26 |
|
|
2020
Q1 | $1.05M | Hold |
36,022
| – | – | 0.46% | 30 |
|
|
2019
Q4 | $1.48M | Hold |
36,022
| – | – | 0.72% | 23 |
|
|
2019
Q3 | $1.35M | Hold |
36,022
| – | – | 0.74% | 22 |
|
|
2019
Q2 | $1.3M | Sell |
36,022
-108,066
| -75% | -$3.91M | 0.9% | 13 |
|
|
2019
Q1 | $1.39M | Buy |
144,088
+120,568
| +513% | +$1.16M | 0.96% | 13 |
|
|
2018
Q4 | $186K | Buy |
+23,520
| New | +$186K | 0.11% | 48 |
|