Berman Capital Advisors’s Equity Commonwealth EQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $19K | Buy |
757
+250
| +49% | +$6.28K | ﹤0.01% | 1004 |
|
|
2021
Q2 | $13K | Buy |
507
+10
| +2% | +$256 | ﹤0.01% | 1067 |
|
|
2021
Q1 | $13K | Buy |
497
+195
| +65% | +$5.1K | ﹤0.01% | 951 |
|
|
2020
Q4 | $8K | Sell |
302
-193
| -39% | -$5.11K | ﹤0.01% | 1021 |
|
|
2020
Q3 | $13K | Sell |
495
-113
| -19% | -$2.97K | ﹤0.01% | 728 |
|
|
2020
Q2 | $19K | Hold |
608
| – | – | 0.01% | 568 |
|
|
2020
Q1 | $19K | Sell |
608
-265
| -30% | -$8.28K | 0.01% | 515 |
|
|
2019
Q4 | $28K | Buy |
873
+11
| +1% | +$353 | 0.01% | 450 |
|
|
2019
Q3 | $29K | Hold |
862
| – | – | 0.01% | 411 |
|
|
2019
Q2 | $28K | Hold |
862
| – | – | 0.01% | 424 |
|
|
2019
Q1 | $28K | Buy |
862
+413
| +92% | +$13.4K | 0.01% | 384 |
|
|
2018
Q4 | $13K | Buy |
+449
| New | +$13K | 0.01% | 470 |
|