Tolleson Wealth Management’s Cousins Properties CUZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$200K	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%	+$366K	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	Hold	36,022	–	–	0.9%	13
2019 Q1	$1.39M	Buy	36,022 +30,142	+513%	+$1.1M	0.96%	13
2018 Q4	$186K	Buy	+5,880	New	+$196K	0.11%	48