Edge Wealth Management’s Equillium EQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,072
| Closed | -$21K | – | 494 |
|
|
2020
Q2 | $21K | Hold |
7,072
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $19K | Hold |
7,072
| – | – | ﹤0.01% | 320 |
|
|
2019
Q4 | $31K | Hold |
7,072
| – | – | 0.01% | 289 |
|
|
2019
Q3 | $26K | Hold |
7,072
| – | – | 0.01% | 307 |
|
|
2019
Q2 | $40K | Buy |
+7,072
| New | +$40K | 0.01% | 277 |
|