Counsel Portfolio Services’s Equity One EQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $3.47M | Buy |
107,700
+13,700
| +15% | +$441K | 0.34% | 91 |
|
|
2016
Q1 | $2.69M | Buy |
+94,000
| New | +$2.69M | 0.35% | 83 |
|
|
2014
Q3 | – | Sell |
-53,282
| Closed | -$1.26M | – | 353 |
|
|
2014
Q2 | $1.26M | Buy |
53,282
+3,900
| +8% | +$92K | 0.12% | 214 |
|
|
2014
Q1 | $1.1M | Buy |
49,382
+5,300
| +12% | +$118K | 0.11% | 190 |
|
|
2013
Q4 | $989K | Hold |
44,082
| – | – | 0.1% | 194 |
|
|
2013
Q3 | $964 | Buy |
44,082
+5,200
| +13% | +$114 | 0.05% | 174 |
|
|
2013
Q2 | $880K | Buy |
+38,882
| New | +$880K | 0.11% | 179 |
|