Cambridge Investment Research Advisors’s EQUITY COMWLTH CUM RED PFD SR E 7.25% (MD) EQC.PRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-13,109
| Closed | -$333K | – | 1731 |
|
|
2016
Q1 | $333K | Sell |
13,109
-2,000
| -13% | -$50.8K | 0.01% | 1117 |
|
|
2015
Q4 | $387K | Sell |
15,109
-1,230
| -8% | -$31.5K | 0.01% | 998 |
|
|
2015
Q3 | $416K | Buy |
+16,339
| New | +$416K | 0.01% | 858 |
|
|
2014
Q4 | – | Sell |
-13,612
| Closed | -$350K | – | 1537 |
|
|
2014
Q3 | $350K | Buy |
+13,612
| New | +$350K | 0.01% | 1012 |
|