First Foundation Advisors’s Equity Commonwealth EQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-79,187
| Closed | -$1.52M | – | 460 |
|
|
2023
Q4 | $1.52M | Sell |
79,187
-14
| -0% | -$269 | 0.07% | 137 |
|
|
2023
Q3 | $1.45M | Buy |
79,201
+7,501
| +10% | +$138K | 0.07% | 149 |
|
|
2023
Q2 | $1.45M | Sell |
71,700
-23,060
| -24% | -$467K | 0.06% | 150 |
|
|
2023
Q1 | $1.96M | Buy |
+94,760
| New | +$1.96M | 0.09% | 128 |
|
|
2021
Q3 | – | Sell |
-15,530
| Closed | -$407K | – | 476 |
|
|
2021
Q2 | $407K | Sell |
15,530
-15,750
| -50% | -$413K | 0.02% | 316 |
|
|
2021
Q1 | $870K | Hold |
31,280
| – | – | 0.04% | 218 |
|
|
2020
Q4 | $854K | Buy |
+31,280
| New | +$854K | 0.04% | 206 |
|