Cambridge Investment Research Advisors’s Workplace Equality Portfolio EQLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-17,026
| Closed | -$616K | – | 2421 |
|
|
2019
Q1 | $616K | Sell |
17,026
-3,334
| -16% | -$121K | 0.01% | 1345 |
|
|
2018
Q4 | $659K | Sell |
20,360
-303
| -1% | -$9.81K | 0.01% | 1168 |
|
|
2018
Q3 | $790K | Buy |
20,663
+2,642
| +15% | +$101K | 0.01% | 1169 |
|
|
2018
Q2 | $657K | Buy |
18,021
+8,214
| +84% | +$299K | 0.01% | 1245 |
|
|
2018
Q1 | $350K | Buy |
9,807
+2,652
| +37% | +$94.6K | ﹤0.01% | 1561 |
|
|
2017
Q4 | $259K | Buy |
+7,155
| New | +$259K | ﹤0.01% | 1750 |
|