Integrated Wealth Concepts’s Equillium EQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40,000
| Closed | -$27.7K | – | 1698 |
|
|
2024
Q2 | $27.7K | Hold |
40,000
| – | – | ﹤0.01% | 1627 |
|
|
2024
Q1 | $92.4K | Hold |
40,000
| – | – | ﹤0.01% | 1586 |
|
|
2023
Q4 | $28.9K | Hold |
40,000
| – | – | ﹤0.01% | 1575 |
|
|
2023
Q3 | $29.6K | Buy |
40,000
+8,661
| +28% | +$6.41K | ﹤0.01% | 1527 |
|
|
2023
Q2 | $23.5K | Hold |
31,339
| – | – | ﹤0.01% | 1537 |
|
|
2023
Q1 | $23K | Hold |
31,339
| – | – | ﹤0.01% | 1325 |
|
|
2022
Q4 | $33K | Buy |
31,339
+11,339
| +57% | +$11.9K | ﹤0.01% | 1017 |
|
|
2022
Q3 | $44K | Buy |
+20,000
| New | +$44K | ﹤0.01% | 934 |
|