Creative Planning’s Equity Commonwealth EQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $18.8K | Sell |
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|
2024
Q4 | $33K | Sell |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $300K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $213K | Buy |
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|
2017
Q2 | $171K | Hold |
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|
2017
Q1 | $168K | Sell |
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|
2016
Q4 | $184K | Buy |
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|
2016
Q3 | $176K | Sell |
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|
2016
Q2 | $174K | Buy |
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|
2016
Q1 | $134K | Sell |
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|
2015
Q4 | $169K | Buy |
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|
2015
Q3 | $71K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $35K | Buy |
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|
2014
Q4 | $23K | Buy |
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|
2014
Q3 | $12K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $13K | Sell |
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|
2013
Q4 | $19K | Buy |
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|
2013
Q3 | $9K | Buy |
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|
2013
Q2 | $6K | Buy |
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