Affinity Wealth Management’s Workplace Equality Portfolio EQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,160
| Closed | -$232K | – | 113 |
|
|
2018
Q4 | $232K | Buy |
+7,160
| New | +$232K | 0.14% | 85 |
|
|
2017
Q3 | $247K | Hold |
7,160
| – | – | 0.15% | 57 |
|
|
2017
Q2 | $240K | Hold |
7,160
| – | – | 0.15% | 55 |
|
|
2017
Q1 | $231K | Hold |
7,160
| – | – | 0.13% | 60 |
|
|
2016
Q4 | $216K | Hold |
7,160
| – | – | 0.12% | 58 |
|
|
2016
Q3 | $207K | Buy |
+7,160
| New | +$207K | 0.13% | 58 |
|