Optimum Investment Advisors’s Equity Commonwealth EQC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-300
| Closed | -$8K | – | 873 |
|
2021
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 705 |
|
2021
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 783 |
|
2021
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 791 |
|
2020
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 754 |
|
2020
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 720 |
|
2020
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 704 |
|
2020
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 685 |
|
2019
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 779 |
|
2019
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 807 |
|
2019
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 788 |
|
2019
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 815 |
|
2018
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 778 |
|
2018
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 848 |
|
2018
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 861 |
|
2018
Q1 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 836 |
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$26K | – | 1030 |
|
2014
Q3 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 600 |
|
2014
Q2 | – | Sell |
-1,000
| Closed | -$26K | – | 933 |
|
2014
Q1 | $26K | Hold |
1,000
| – | – | 0.01% | 477 |
|
2013
Q4 | $23K | Hold |
1,000
| – | – | 0.01% | 496 |
|
2013
Q3 | $22K | Buy |
+1,000
| New | +$22K | 0.01% | 481 |
|