Whitney & Co’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,000
| Closed | -$202K | – | 123 |
|
|
2022
Q4 | $202K | Buy |
+8,000
| New | +$202K | 0.04% | 121 |
|
|
2022
Q3 | – | Sell |
-8,000
| Closed | -$234K | – | 127 |
|
|
2022
Q2 | $234K | Hold |
8,000
| – | – | 0.04% | 112 |
|
|
2022
Q1 | $322K | Hold |
8,000
| – | – | 0.05% | 108 |
|
|
2021
Q4 | $322K | Hold |
8,000
| – | – | 0.05% | 110 |
|
|
2021
Q3 | $298K | Hold |
8,000
| – | – | 0.05% | 109 |
|
|
2021
Q2 | $294K | Hold |
8,000
| – | – | 0.05% | 110 |
|
|
2021
Q1 | $283K | Hold |
8,000
| – | – | 0.05% | 108 |
|
|
2020
Q4 | $259K | Hold |
8,000
| – | – | 0.04% | 112 |
|
|
2020
Q3 | $229K | Sell |
8,000
-2,000
| -20% | -$57.3K | 0.04% | 107 |
|
|
2020
Q2 | $298K | Hold |
10,000
| – | – | 0.06% | 90 |
|
|
2020
Q1 | $293K | Hold |
10,000
| – | – | 0.07% | 87 |
|
|
2019
Q4 | $412K | Hold |
10,000
| – | – | 0.08% | 90 |
|
|
2019
Q3 | $406K | Hold |
10,000
| – | – | 0.08% | 88 |
|
|
2019
Q2 | $362K | Buy |
+10,000
| New | +$362K | 0.08% | 91 |
|