CWA
EQC
Canvas Wealth Advisors’s Equity Commonwealth EQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,923
| Closed | -$427K | – | 162 |
|
|
2023
Q4 | $427K | Sell |
21,923
-3,971
| -15% | -$77.3K | 0.16% | 76 |
|
|
2023
Q3 | $474K | Buy |
+25,894
| New | +$474K | 0.19% | 68 |
|
|
2023
Q1 | – | Sell |
-19,092
| Closed | -$483K | – | 161 |
|
|
2022
Q4 | $483K | Sell |
19,092
-10,651
| -36% | -$270K | 0.2% | 79 |
|
|
2022
Q3 | $762K | Sell |
29,743
-42,252
| -59% | -$1.08M | 0.32% | 54 |
|
|
2022
Q2 | $1.98M | Sell |
71,995
-25,877
| -26% | -$712K | 0.8% | 33 |
|
|
2022
Q1 | $2.58M | Buy |
97,872
+24,577
| +34% | +$647K | 0.94% | 30 |
|
|
2021
Q4 | $1.9M | Buy |
73,295
+3,606
| +5% | +$93.4K | 0.68% | 37 |
|
|
2021
Q3 | $1.81M | Buy |
69,689
+2,854
| +4% | +$74.2K | 0.74% | 36 |
|
|
2021
Q2 | $1.75M | Buy |
66,835
+3,929
| +6% | +$103K | 0.79% | 32 |
|
|
2021
Q1 | $1.77M | Buy |
+62,906
| New | +$1.77M | 1.03% | 26 |
|