Diligent Investors’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 |
-10,903
| Closed | -$335K | – | 174 |
|
|
2016
Q4 | $335K | Sell |
10,903
-500
| -4% | -$15.4K | 0.27% | 98 |
|
|
2016
Q3 | $350K | Sell |
11,403
-500
| -4% | -$15.3K | 0.28% | 94 |
|
|
2016
Q2 | $383K | Hold |
11,903
| – | – | 0.36% | 80 |
|
|
2016
Q1 | $341K | Sell |
11,903
-1,600
| -12% | -$45.8K | 0.37% | 82 |
|
|
2015
Q4 | $367K | Hold |
13,503
| – | – | 0.41% | 72 |
|
|
2015
Q3 | $358K | Hold |
13,503
| – | – | 0.38% | 80 |
|
|
2015
Q2 | $331K | Hold |
13,503
| – | – | 0.35% | 91 |
|
|
2015
Q1 | $333K | Sell |
13,503
-120
| -0.9% | -$2.96K | 0.34% | 92 |
|
|
2014
Q4 | $373K | Buy |
+13,623
| New | +$373K | 0.38% | 81 |
|