PWP
EQC
Private Wealth Partners’s Equity Commonwealth EQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-33,800
| Closed | -$1.01M | – | 121 |
|
|
2018
Q4 | $1.01M | Sell |
33,800
-1,000
| -3% | -$30K | 0.2% | 55 |
|
|
2018
Q3 | $1.12M | Hold |
34,800
| – | – | 0.17% | 68 |
|
|
2018
Q2 | $1.1M | Sell |
34,800
-9,100
| -21% | -$287K | 0.18% | 69 |
|
|
2018
Q1 | $1.35M | Sell |
43,900
-11,700
| -21% | -$359K | 0.23% | 65 |
|
|
2017
Q4 | $1.7M | Sell |
55,600
-2,500
| -4% | -$76.3K | 0.31% | 59 |
|
|
2017
Q3 | $1.77M | Sell |
58,100
-6,600
| -10% | -$201K | 0.36% | 57 |
|
|
2017
Q2 | $2.05M | Hold |
64,700
| – | – | 0.44% | 53 |
|
|
2017
Q1 | $2.02M | Sell |
64,700
-200
| -0.3% | -$6.24K | 0.45% | 52 |
|
|
2016
Q4 | $1.96M | Sell |
64,900
-4,700
| -7% | -$142K | 0.47% | 48 |
|
|
2016
Q3 | $2.1M | Buy |
69,600
+19,200
| +38% | +$580K | 0.51% | 47 |
|
|
2016
Q2 | $1.47M | Sell |
50,400
-800
| -2% | -$23.3K | 0.35% | 57 |
|
|
2016
Q1 | $1.45M | Buy |
51,200
+800
| +2% | +$22.6K | 0.35% | 60 |
|
|
2015
Q4 | $1.4M | Buy |
50,400
+2,700
| +6% | +$74.9K | 0.33% | 61 |
|
|
2015
Q3 | $1.3M | Buy |
+47,700
| New | +$1.3M | 0.33% | 62 |
|