Advisors Asset Management’s Equity One EQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,200
| Closed | -$68K | – | 1851 |
|
|
2016
Q4 | $68K | Hold |
2,200
| – | – | ﹤0.01% | 1622 |
|
|
2016
Q3 | $67K | Sell |
2,200
-200
| -8% | -$6.09K | ﹤0.01% | 1603 |
|
|
2016
Q2 | $77K | Hold |
2,400
| – | – | ﹤0.01% | 1572 |
|
|
2016
Q1 | $69K | Buy |
2,400
+400
| +20% | +$11.5K | ﹤0.01% | 1558 |
|
|
2015
Q4 | $54K | Sell |
2,000
-200
| -9% | -$5.4K | ﹤0.01% | 1701 |
|
|
2015
Q3 | $54K | Sell |
2,200
-100
| -4% | -$2.46K | ﹤0.01% | 1691 |
|
|
2015
Q2 | $54K | Hold |
2,300
| – | – | ﹤0.01% | 1699 |
|
|
2015
Q1 | $61K | Buy |
2,300
+100
| +5% | +$2.65K | ﹤0.01% | 1657 |
|
|
2014
Q4 | $56K | Hold |
2,200
| – | – | ﹤0.01% | 1654 |
|
|
2014
Q3 | $48K | Buy |
2,200
+300
| +16% | +$6.55K | ﹤0.01% | 1650 |
|
|
2014
Q2 | $45K | Sell |
1,900
-100
| -5% | -$2.37K | ﹤0.01% | 1687 |
|
|
2014
Q1 | $45K | Hold |
2,000
| – | – | ﹤0.01% | 1659 |
|
|
2013
Q4 | $45K | Buy |
2,000
+100
| +5% | +$2.25K | ﹤0.01% | 1644 |
|
|
2013
Q3 | $42K | Sell |
1,900
-100
| -5% | -$2.21K | ﹤0.01% | 1642 |
|
|
2013
Q2 | $45K | Buy |
+2,000
| New | +$45K | ﹤0.01% | 1568 |
|