Concourse Financial Group Securities’s Equus Total Return EQS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2472 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4090 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4085 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4123 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4136 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4074 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4039 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3998 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3906 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3874 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3656 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3707 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3656 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3779 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3726 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3623 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3548 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3470 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3313 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3218 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3248 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3191 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2908 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3234 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3217 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3096 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2682 |
|