Rational Advisors’s Equity One EQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-13,250
| Closed | -$380K | – | 313 |
|
|
2016
Q1 | $380K | Buy |
+13,250
| New | +$380K | 0.25% | 112 |
|
|
2015
Q3 | $1.16M | Hold |
47,500
| – | – | 0.47% | 82 |
|
|
2015
Q2 | $1.11M | Sell |
47,500
-29,000
| -38% | -$677K | 0.36% | 94 |
|
|
2015
Q1 | $2.04M | Sell |
76,500
-76,500
| -50% | -$2.04M | 0.49% | 69 |
|
|
2014
Q4 | $3.88M | Buy |
+153,000
| New | +$3.88M | 0.77% | 35 |
|
|
2013
Q4 | $2.21M | Hold |
98,500
| – | – | 0.19% | 170 |
|
|
2013
Q3 | $2.15M | Hold |
98,500
| – | – | 0.16% | 196 |
|
|
2013
Q2 | $2.23M | Buy |
+98,500
| New | +$2.23M | 0.19% | 186 |
|