Carson Wealth (CWM LLC)’s Equity Commonwealth EQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,862
| Closed | -$14K | – | 5369 |
|
|
2025
Q1 | $14K | Buy |
8,862
+4,491
| +103% | +$7.1K | ﹤0.01% | 3934 |
|
|
2024
Q4 | $8K | Buy |
4,371
+1,274
| +41% | +$2.33K | ﹤0.01% | 4022 |
|
|
2024
Q3 | $62K | Buy |
3,097
+701
| +29% | +$14K | ﹤0.01% | 2540 |
|
|
2024
Q2 | $46K | Sell |
2,396
-84
| -3% | -$1.61K | ﹤0.01% | 2534 |
|
|
2024
Q1 | $47K | Sell |
2,480
-312
| -11% | -$5.91K | ﹤0.01% | 2333 |
|
|
2023
Q4 | $54K | Buy |
2,792
+525
| +23% | +$10.2K | ﹤0.01% | 2131 |
|
|
2023
Q3 | $42K | Buy |
2,267
+1,167
| +106% | +$21.6K | ﹤0.01% | 2177 |
|
|
2023
Q2 | $22K | Buy |
1,100
+907
| +470% | +$18.1K | ﹤0.01% | 2584 |
|
|
2023
Q1 | $4K | Buy |
193
+19
| +11% | +$394 | ﹤0.01% | 3440 |
|
|
2022
Q4 | $4K | Sell |
174
-34
| -16% | -$782 | ﹤0.01% | 3347 |
|
|
2022
Q3 | $5K | Sell |
208
-34
| -14% | -$817 | ﹤0.01% | 3112 |
|
|
2022
Q2 | $7K | Hold |
242
| – | – | ﹤0.01% | 2832 |
|
|
2022
Q1 | $7K | Sell |
242
-372
| -61% | -$10.8K | ﹤0.01% | 2704 |
|
|
2021
Q4 | $16K | Buy |
+614
| New | +$16K | ﹤0.01% | 2119 |
|
|
2021
Q2 | $16K | Hold |
612
| – | – | ﹤0.01% | 1904 |
|
|
2021
Q1 | $16K | Hold |
612
| – | – | ﹤0.01% | 1904 |
|
|
2020
Q4 | $16K | Hold |
612
| – | – | ﹤0.01% | 1904 |
|
|
2020
Q3 | $16K | Hold |
612
| – | – | ﹤0.01% | 1904 |
|
|
2020
Q2 | $16K | Hold |
612
| – | – | ﹤0.01% | 1904 |
|
|
2020
Q1 | $16K | Hold |
612
| – | – | ﹤0.01% | 1904 |
|
|
2019
Q4 | $16K | Hold |
612
| – | – | ﹤0.01% | 1904 |
|
|
2019
Q3 | $16K | Hold |
612
| – | – | ﹤0.01% | 1904 |
|
|
2019
Q2 | $16K | Hold |
612
| – | – | ﹤0.01% | 1904 |
|
|
2019
Q1 | $16K | Buy |
+612
| New | +$16K | ﹤0.01% | 1904 |
|