D.A. Davidson & Co’s Equity One EQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-100
| Closed | -$3K | – | 2595 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2341 |
|
|
2016
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2276 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2230 |
|
|
2016
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2181 |
|
|
2015
Q2 | – | Sell |
-19
| Closed | – | – | 2343 |
|
|
2015
Q1 | $0 | Sell |
19
-1,441
| -99% | – | ﹤0.01% | 2214 |
|
|
2014
Q4 | $36K | Sell |
1,460
-1,421
| -49% | -$35K | ﹤0.01% | 1538 |
|
|
2014
Q3 | $61K | Buy |
2,881
+20
| +0.7% | +$423 | ﹤0.01% | 1326 |
|
|
2014
Q2 | $66K | Buy |
2,861
+171
| +6% | +$3.95K | ﹤0.01% | 1315 |
|
|
2014
Q1 | $59K | Buy |
2,690
+1,338
| +99% | +$29.3K | ﹤0.01% | 1351 |
|
|
2013
Q4 | $30K | Buy |
+1,352
| New | +$30K | ﹤0.01% | 1456 |
|