EWM
EQC.PRD

Evermay Wealth Management’s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares EQC.PRD Stock Holding History

Evermay Wealth Management’s Portfolio EQC.PRD Stock Details EQC.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,341
Closed -$59.1K – 616
2024
Q3 		$59.1K Hold
2,341
– – 0.01% 323
2024
Q2 		$58.3K Hold
2,341
– – 0.01% 330
2024
Q1 		$58.5K Buy
2,341
+400
+21% +$10.1K 0.01% 341
2023
Q4 		$48.8K Hold
1,941
– – 0.01% 328
2023
Q3 		$48.5K Hold
1,941
– – 0.01% 310
2023
Q2 		$49.3K Buy
1,941
+556
+40% +$14K 0.01% 311
2023
Q1 		$34.6K Hold
1,385
– – 0.01% 332
2022
Q4 		$34.7K Hold
1,385
– – 0.01% 324
2022
Q3 		$36K Hold
1,385
– – 0.01% 307
2022
Q2 		$36K Hold
1,385
– – 0.01% 304
2022
Q1 		$38K Hold
1,385
– – 0.01% 325
2021
Q4 		$41K Buy
+1,385
New +$42.1K 0.01% 300

Evermay Wealth Management's EQC.PRD Position: Q4 2024 in Review

Evermay Wealth Management sold out of Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares (EQC.PRD) in Q4 2024, closing a stake of 2,341 shares — an estimated $59.1K sold.

Evermay Wealth Management first reported a position in EQC.PRD in Q4 2021 and held it in 12 quarters. The position peaked at $59.1K in Q3 2024. 0 funds tracked by Wall St. Rank hold EQC.PRD as of Q4 2024.

  • Evermay Wealth Management reported no remaining Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 2,341 Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares shares in Q4 2024, an estimated $59.1K.
  • Evermay Wealth Management first reported a position in Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares in Q4 2021 and held it in 12 quarters.
  • Evermay Wealth Management's Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares position peaked at $59.1K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.