Creative Planning’s Equity Commonwealth EQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,672
| Closed | -$18.8K | – | 3725 |
|
|
2025
Q1 | $18.8K | Sell |
11,672
-6,994
| -37% | -$11.3K | ﹤0.01% | 3385 |
|
|
2024
Q4 | $33K | Sell |
18,666
-734
| -4% | -$1.3K | ﹤0.01% | 3278 |
|
|
2024
Q3 | $386K | Buy |
19,400
+551
| +3% | +$11K | ﹤0.01% | 2321 |
|
|
2024
Q2 | $366K | Buy |
18,849
+2,130
| +13% | +$41.3K | ﹤0.01% | 2188 |
|
|
2024
Q1 | $316K | Sell |
16,719
-917
| -5% | -$17.3K | ﹤0.01% | 2200 |
|
|
2023
Q4 | $339K | Buy |
17,636
+1,287
| +8% | +$24.7K | ﹤0.01% | 2001 |
|
|
2023
Q3 | $300K | Buy |
+16,349
| New | +$300K | ﹤0.01% | 1938 |
|
|
2017
Q4 | – | Sell |
-7,008
| Closed | -$213K | – | 1983 |
|
|
2017
Q3 | $213K | Buy |
7,008
+1,611
| +30% | +$49K | ﹤0.01% | 1557 |
|
|
2017
Q2 | $171K | Hold |
5,397
| – | – | ﹤0.01% | 1602 |
|
|
2017
Q1 | $168K | Sell |
5,397
-671
| -11% | -$20.9K | ﹤0.01% | 1590 |
|
|
2016
Q4 | $184K | Buy |
6,068
+250
| +4% | +$7.58K | ﹤0.01% | 1444 |
|
|
2016
Q3 | $176K | Sell |
5,818
-141
| -2% | -$4.27K | ﹤0.01% | 1462 |
|
|
2016
Q2 | $174K | Buy |
5,959
+1,202
| +25% | +$35.1K | ﹤0.01% | 1316 |
|
|
2016
Q1 | $134K | Sell |
4,757
-1,344
| -22% | -$37.9K | ﹤0.01% | 1447 |
|
|
2015
Q4 | $169K | Buy |
6,101
+3,491
| +134% | +$96.7K | ﹤0.01% | 1294 |
|
|
2015
Q3 | $71K | Buy |
+2,610
| New | +$71K | ﹤0.01% | 1797 |
|
|
2015
Q2 | – | Sell |
-1,335
| Closed | -$35K | – | 2972 |
|
|
2015
Q1 | $35K | Buy |
1,335
+420
| +46% | +$11K | ﹤0.01% | 2257 |
|
|
2014
Q4 | $23K | Buy |
915
+432
| +89% | +$10.9K | ﹤0.01% | 2534 |
|
|
2014
Q3 | $12K | Buy |
+483
| New | +$12K | ﹤0.01% | 2820 |
|
|
2014
Q2 | – | Sell |
-478
| Closed | -$13K | – | 3845 |
|
|
2014
Q1 | $13K | Sell |
478
-345
| -42% | -$9.38K | ﹤0.01% | 2601 |
|
|
2013
Q4 | $19K | Buy |
823
+390
| +90% | +$9K | ﹤0.01% | 2222 |
|
|
2013
Q3 | $9K | Buy |
433
+160
| +59% | +$3.33K | ﹤0.01% | 2514 |
|
|
2013
Q2 | $6K | Buy |
+273
| New | +$6K | ﹤0.01% | 2493 |
|