IHT Wealth Management’s Equity Commonwealth EQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,737
| Closed | -$252K | – | 862 |
|
|
2021
Q4 | $252K | Sell |
9,737
-13,011
| -57% | -$337K | 0.02% | 670 |
|
|
2021
Q3 | $591K | Sell |
22,748
-213
| -0.9% | -$5.53K | 0.05% | 374 |
|
|
2021
Q2 | $602K | Hold |
22,961
| – | – | 0.04% | 464 |
|
|
2021
Q1 | $638K | Hold |
22,961
| – | – | 0.05% | 385 |
|
|
2020
Q4 | $626K | Buy |
22,961
+2,389
| +12% | +$65.1K | 0.05% | 342 |
|
|
2020
Q3 | $548K | Buy |
20,572
+1,950
| +10% | +$51.9K | 0.06% | 328 |
|
|
2020
Q2 | $600K | Hold |
18,622
| – | – | 0.08% | 255 |
|
|
2020
Q1 | $591K | Hold |
18,622
| – | – | 0.09% | 252 |
|
|
2019
Q4 | $611K | Sell |
18,622
-700
| -4% | -$23K | 0.07% | 291 |
|
|
2019
Q3 | $662K | Sell |
19,322
-1,850
| -9% | -$63.4K | 0.09% | 266 |
|
|
2019
Q2 | $689K | Hold |
21,172
| – | – | 0.1% | 229 |
|
|
2019
Q1 | $692K | Sell |
21,172
-200
| -0.9% | -$6.54K | 0.12% | 210 |
|
|
2018
Q4 | $641K | Buy |
21,372
+9,705
| +83% | +$291K | 0.12% | 197 |
|
|
2018
Q3 | $374K | Hold |
11,667
| – | – | 0.08% | 283 |
|
|
2018
Q2 | $368K | Hold |
11,667
| – | – | 0.09% | 259 |
|
|
2018
Q1 | $353K | Hold |
11,667
| – | – | 0.09% | 242 |
|
|
2017
Q4 | $346K | Hold |
11,667
| – | – | 0.09% | 260 |
|
|
2017
Q3 | $356K | Hold |
11,667
| – | – | 0.15% | 161 |
|
|
2017
Q2 | $4 | Hold |
11,667
| – | – | ﹤0.01% | 1143 |
|
|
2017
Q1 | $367K | Sell |
11,667
-200
| -2% | -$6.29K | 0.24% | 101 |
|
|
2016
Q4 | $361K | Buy |
+11,867
| New | +$361K | 0.27% | 90 |
|