Gradient Investments’s Workplace Equality Portfolio EQLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,501
| Closed | -$127K | – | 1116 |
|
|
2019
Q1 | $127K | Hold |
3,501
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $113K | Sell |
3,501
-263
| -7% | -$9.35K | 0.01% | 258 |
|
|
2018
Q3 | $144K | Sell |
3,764
-343
| -8% | -$12.9K | 0.01% | 255 |
|
|
2018
Q2 | $150K | Sell |
4,107
-112
| -3% | -$4.07K | 0.01% | 249 |
|
|
2018
Q1 | $151K | Buy |
4,219
+588
| +16% | +$21.7K | 0.01% | 247 |
|
|
2017
Q4 | $132K | Buy |
+3,631
| New | +$129K | 0.01% | 266 |
|
|
2017
Q3 | – | Sell |
-3,453
| Closed | -$116K | – | 808 |
|
|
2017
Q2 | $116K | Buy |
3,453
+352
| +11% | +$11.5K | 0.01% | 247 |
|
|
2017
Q1 | $100K | Buy |
3,101
+2,477
| +397% | +$78.3K | 0.01% | 261 |
|
|
2016
Q4 | $19K | Hold |
624
| – | – | ﹤0.01% | 364 |
|
|
2016
Q3 | $18K | Buy |
+624
| New | +$17.8K | ﹤0.01% | 372 |
|
|
2015
Q3 | – | Sell |
-69
| Closed | -$2K | – | 719 |
|
|
2015
Q2 | $2K | Hold |
69
| – | – | ﹤0.01% | 542 |
|
|
2015
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 561 |
|
|
2014
Q4 | $2K | Buy |
+69
| New | +$1.85K | ﹤0.01% | 503 |
|
Gradient Investments's EQLT Position: Q2 2019 in Review
Gradient Investments sold out of Workplace Equality Portfolio (EQLT) in Q2 2019, closing a stake of 3,501 shares — an estimated $127K sold.
Gradient Investments first reported a position in EQLT in Q4 2014 and held it in 13 quarters. The position peaked at $151K in Q1 2018. 0 funds tracked by Wall St. Rank hold EQLT as of Q2 2019.
- Gradient Investments reported no remaining Workplace Equality Portfolio position as of Q2 2019 after selling out during the quarter.
- Gradient Investments sold 3,501 Workplace Equality Portfolio shares in Q2 2019, an estimated $127K.
- Gradient Investments first reported a position in Workplace Equality Portfolio in Q4 2014 and held it in 13 quarters.
- Gradient Investments's Workplace Equality Portfolio position peaked at $151K in Q1 2018.
- 0 funds tracked by Wall St. Rank held Workplace Equality Portfolio as of Q2 2019.
Based on Gradient Investments's 13F filing for Q2 2019, filed 16 Jul 2019.