Holt Capital Partners’s Equity Commonwealth EQC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$465K Buy
2024
Q2
$209K Sell
2024
Q1
$453K Buy
2023
Q4
$438K Sell
2023
Q3
$432K Buy
2023
Q2
$472K Buy
2023
Q1
$292K Hold
2022
Q4
$352K Buy
2022
Q3
Sell
2022
Q2
$388K Buy
2022
Q1
$387K Hold
2021
Q4
$356K Hold
2021
Q3
$357K Hold
2021
Q2
$360K Buy
2021
Q1
$209K Hold
2020
Q4
$205K Buy