HB Wealth Management’s Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares EQC.PRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,248
| Closed | -$206K | – | 943 |
|
|
2024
Q1 | $206K | Buy |
8,248
+22
| +0.3% | +$550 | ﹤0.01% | 788 |
|
|
2023
Q4 | $207K | Buy |
8,226
+20
| +0.2% | +$503 | ﹤0.01% | 733 |
|
|
2023
Q3 | $205K | Hold |
8,206
| – | – | ﹤0.01% | 705 |
|
|
2023
Q2 | $208K | Hold |
8,206
| – | – | ﹤0.01% | 666 |
|
|
2023
Q1 | $205K | Hold |
8,206
| – | – | ﹤0.01% | 669 |
|
|
2022
Q4 | $206K | Buy |
+8,206
| New | +$206K | ﹤0.01% | 641 |
|