LWM
EQC
LBA Wealth Management’s Equity Commonwealth EQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $31K | Sell |
1,000
-500
| -33% | -$15.5K | 0.02% | 242 |
|
|
2016
Q4 | $45K | Hold |
1,500
| – | – | 0.02% | 201 |
|
|
2016
Q3 | $45K | Hold |
1,500
| – | – | 0.03% | 211 |
|
|
2016
Q2 | $44K | Hold |
1,500
| – | – | 0.02% | 204 |
|
|
2016
Q1 | $42K | Sell |
1,500
-1,500
| -50% | -$42K | 0.02% | 204 |
|
|
2015
Q4 | $83K | Hold |
3,000
| – | – | 0.05% | 179 |
|
|
2015
Q3 | $82K | Buy |
+3,000
| New | +$82K | 0.05% | 159 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$13K | – | 336 |
|
|
2015
Q1 | $13K | Hold |
500
| – | – | 0.01% | 222 |
|
|
2014
Q4 | $13K | Hold |
500
| – | – | 0.01% | 219 |
|
|
2014
Q3 | $13K | Buy |
+500
| New | +$13K | 0.01% | 267 |
|