Independent Order of Foresters’s Equity One EQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-30,770
| Closed | -$749K | – | 107 |
|
|
2015
Q3 | $749K | Hold |
30,770
| – | – | 0.64% | 39 |
|
|
2015
Q2 | $718K | Buy |
30,770
+3,000
| +11% | +$70K | 0.68% | 35 |
|
|
2015
Q1 | $741K | Buy |
27,770
+21,000
| +310% | +$560K | 0.69% | 37 |
|
|
2014
Q4 | $172K | Hold |
6,770
| – | – | 0.18% | 90 |
|
|
2014
Q3 | $146K | Buy |
6,770
+2,800
| +71% | +$60.4K | 0.15% | 89 |
|
|
2014
Q2 | $94K | Hold |
3,970
| – | – | 0.08% | 101 |
|
|
2014
Q1 | $89K | Hold |
3,970
| – | – | 0.08% | 99 |
|
|
2013
Q4 | $89K | Hold |
3,970
| – | – | 0.09% | 98 |
|
|
2013
Q3 | $87K | Hold |
3,970
| – | – | 0.09% | 100 |
|
|
2013
Q2 | $90K | Buy |
+3,970
| New | +$90K | 0.09% | 97 |
|