IFP Advisors’s Equity Commonwealth EQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-212
| Closed | -$4.3K | – | 3587 |
|
|
2023
Q2 | $4.3K | Buy |
+212
| New | +$4.3K | ﹤0.01% | 2592 |
|
|
2023
Q1 | – | Sell |
-44
| Closed | -$2K | – | 4508 |
|
|
2022
Q4 | $2K | Buy |
44
+30
| +214% | +$1.36K | ﹤0.01% | 4245 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 4720 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 4488 |
|
|
2022
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 4488 |
|
|
2021
Q3 | – | Sell |
-67
| Closed | -$2K | – | 4721 |
|
|
2021
Q2 | $2K | Sell |
67
-35
| -34% | -$1.05K | ﹤0.01% | 2776 |
|
|
2021
Q1 | $3K | Sell |
102
-375
| -79% | -$11K | ﹤0.01% | 2575 |
|
|
2020
Q4 | $13K | Sell |
477
-633
| -57% | -$17.3K | ﹤0.01% | 1966 |
|
|
2020
Q3 | $29K | Buy |
1,110
+224
| +25% | +$5.85K | ﹤0.01% | 1496 |
|
|
2020
Q2 | $30K | Buy |
886
+407
| +85% | +$13.8K | ﹤0.01% | 1430 |
|
|
2020
Q1 | $16K | Buy |
479
+381
| +389% | +$12.7K | ﹤0.01% | 1575 |
|
|
2019
Q4 | $3K | Buy |
98
+47
| +92% | +$1.44K | ﹤0.01% | 2408 |
|
|
2019
Q3 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 2732 |
|
|
2019
Q1 | – | Sell |
-592
| Closed | -$18K | – | 3501 |
|
|
2018
Q4 | $18K | Buy |
592
+92
| +18% | +$2.8K | ﹤0.01% | 2175 |
|
|
2018
Q3 | $16K | Sell |
500
-25
| -5% | -$800 | ﹤0.01% | 2566 |
|
|
2018
Q2 | $17K | Buy |
525
+25
| +5% | +$810 | ﹤0.01% | 2554 |
|
|
2018
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 2576 |
|
|
2017
Q4 | $15K | Sell |
500
-75
| -13% | -$2.25K | ﹤0.01% | 2573 |
|
|
2017
Q3 | $17K | Buy |
575
+50
| +10% | +$1.48K | ﹤0.01% | 2692 |
|
|
2017
Q2 | $17K | Hold |
525
| – | – | ﹤0.01% | 2660 |
|
|
2017
Q1 | $16K | Buy |
525
+25
| +5% | +$762 | ﹤0.01% | 2630 |
|
|
2016
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 2651 |
|
|
2016
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 2589 |
|
|
2016
Q2 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 2539 |
|
|
2016
Q1 | – | Sell |
-238
| Closed | -$7K | – | 3521 |
|
|
2015
Q4 | $7K | Buy |
+238
| New | +$7K | ﹤0.01% | 2782 |
|