IFP Advisors’s Equity Commonwealth EQC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value 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