Avior Wealth Management’s Equity Commonwealth EQC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-151
Closed -$3K 2556
2024
Q3
$3K Hold
151
﹤0.01% 1901
2024
Q2
$2.93K Sell
151
-343
-69% -$6.65K ﹤0.01% 1872
2024
Q1
$9.33K Buy
494
+301
+156% +$5.68K ﹤0.01% 1897
2023
Q4
$3.71K Sell
193
-120
-38% -$2.3K ﹤0.01% 1227
2023
Q3
$5.75K Hold
313
﹤0.01% 1151
2023
Q2
$6.34K Buy
313
+29
+10% +$588 ﹤0.01% 1116
2023
Q1
$5.88K Buy
+284
New +$5.88K ﹤0.01% 1154
2021
Q3
Sell
-1,350
Closed -$35K 1206
2021
Q2
$35K Hold
1,350
﹤0.01% 571
2021
Q1
$37K Hold
1,350
﹤0.01% 551
2020
Q4
$36K Hold
1,350
﹤0.01% 527
2020
Q3
$35K Hold
1,350
0.01% 530
2020
Q2
$43K Hold
1,350
0.01% 499
2020
Q1
$42K Hold
1,350
0.01% 463
2019
Q4
$44K Hold
1,350
0.01% 470
2019
Q3
$46K Hold
1,350
0.01% 463
2019
Q2
$44K Buy
+1,350
New +$44K 0.01% 455
2015
Q1
Hold
0
391
2014
Q4
Sell
-1,000
Closed -$26K 342
2014
Q3
$26K Hold
1,000
0.02% 178
2014
Q2
$26K Hold
1,000
0.02% 177
2014
Q1
$26K Buy
+1,000
New +$26K 0.02% 177