TrueWealth LLC’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $10K | Buy |
326
+2
| +0.6% | +$61 | ﹤0.01% | 466 |
|
|
2020
Q1 | $9K | Buy |
324
+1
| +0.3% | +$28 | ﹤0.01% | 459 |
|
|
2019
Q4 | $13K | Buy |
323
+1
| +0.3% | +$40 | 0.01% | 428 |
|
|
2019
Q3 | $12K | Buy |
+322
| New | +$12K | 0.01% | 427 |
|
|
2019
Q2 | – | Hold |
0
| – | -$8K | – | 511 |
|
|
2019
Q1 | – | Hold |
0
| – | -$6K | – | 494 |
|
|
2018
Q4 | – | Hold |
0
| – | -$7K | – | 507 |
|
|
2018
Q3 | – | Hold |
0
| – | -$8K | – | 543 |
|
|
2018
Q2 | – | Hold |
0
| – | -$7K | – | 524 |
|
|
2018
Q1 | – | Hold |
0
| – | -$7K | – | 508 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 574 |
|