EverSource Wealth Advisors’s Equity Commonwealth EQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,813
| Closed | -$12.6K | – | 4392 |
|
|
2025
Q1 | $12.6K | Buy |
7,813
+5,762
| +281% | +$9.28K | ﹤0.01% | 1977 |
|
|
2024
Q4 | $3.63K | Buy |
2,051
+1,321
| +181% | +$2.34K | ﹤0.01% | 2481 |
|
|
2024
Q3 | $14.5K | Buy |
730
+34
| +5% | +$677 | ﹤0.01% | 1657 |
|
|
2024
Q2 | $14.2K | Buy |
696
+362
| +108% | +$7.38K | ﹤0.01% | 1676 |
|
|
2024
Q1 | $6.25K | Sell |
334
-31
| -8% | -$580 | ﹤0.01% | 1937 |
|
|
2023
Q4 | $7.01K | Buy |
365
+241
| +194% | +$4.63K | ﹤0.01% | 1719 |
|
|
2023
Q3 | $2.28K | Buy |
+124
| New | +$2.28K | ﹤0.01% | 1966 |
|
|
2023
Q2 | – | Sell |
-1,036
| Closed | -$21.5K | – | 2637 |
|
|
2023
Q1 | $21.5K | Hold |
1,036
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q4 | $25.9K | Buy |
1,036
+98
| +10% | +$2.45K | ﹤0.01% | 987 |
|
|
2022
Q3 | $23K | Buy |
+938
| New | +$23K | 0.01% | 863 |
|