Howe & Rusling’s Equity Commonwealth EQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-151
| Closed | -$5K | – | 993 |
|
|
2017
Q2 | $5K | Hold |
151
| – | – | ﹤0.01% | 648 |
|
|
2017
Q1 | $5K | Sell |
151
-719
| -83% | -$23.8K | ﹤0.01% | 685 |
|
|
2016
Q4 | $26K | Hold |
870
| – | – | 0.01% | 331 |
|
|
2016
Q3 | $26K | Buy |
870
+151
| +21% | +$4.51K | 0.01% | 330 |
|
|
2016
Q2 | $21K | Hold |
719
| – | – | ﹤0.01% | 341 |
|
|
2016
Q1 | $20K | Hold |
719
| – | – | ﹤0.01% | 405 |
|
|
2015
Q4 | $20K | Hold |
719
| – | – | ﹤0.01% | 389 |
|
|
2015
Q3 | $20K | Hold |
719
| – | – | 0.01% | 389 |
|
|
2015
Q2 | $18K | Hold |
719
| – | – | ﹤0.01% | 428 |
|
|
2015
Q1 | $19K | Hold |
719
| – | – | ﹤0.01% | 404 |
|
|
2014
Q4 | $18K | Hold |
719
| – | – | ﹤0.01% | 413 |
|
|
2014
Q3 | $18K | Hold |
719
| – | – | ﹤0.01% | 406 |
|
|
2014
Q2 | $19K | Hold |
719
| – | – | ﹤0.01% | 398 |
|
|
2014
Q1 | $19K | Buy |
719
+3
| +0.4% | +$79 | ﹤0.01% | 468 |
|
|
2013
Q4 | $17K | Buy |
716
+4
| +0.6% | +$95 | ﹤0.01% | 414 |
|
|
2013
Q3 | $16K | Buy |
712
+4
| +0.6% | +$90 | 0.01% | 515 |
|
|
2013
Q2 | $16K | Buy |
+708
| New | +$16K | ﹤0.01% | 522 |
|