RCA
EQC
Rowland Carmichael Advisors’s Equity Commonwealth EQC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $253K | Buy |
9,276
+1,182
| +15% | +$32.2K | 0.08% | 261 |
|
2020
Q3 | $216K | Buy |
8,094
+1,444
| +22% | +$38.5K | 0.08% | 260 |
|
2020
Q2 | $214K | Buy |
+6,650
| New | +$214K | 0.09% | 252 |
|
2020
Q1 | – | Sell |
-7,958
| Closed | -$261K | – | 372 |
|
2019
Q4 | $261K | Buy |
7,958
+1,136
| +17% | +$37.3K | 0.09% | 252 |
|
2019
Q3 | $234K | Sell |
6,822
-2,330
| -25% | -$79.9K | 0.08% | 255 |
|
2019
Q2 | $298K | Hold |
9,152
| – | – | 0.1% | 204 |
|
2019
Q1 | $299K | Buy |
9,152
+1,567
| +21% | +$51.2K | 0.11% | 194 |
|
2018
Q4 | $228K | Sell |
7,585
-590
| -7% | -$17.7K | 0.1% | 201 |
|
2018
Q3 | $262K | Hold |
8,175
| – | – | 0.1% | 221 |
|
2018
Q2 | $258K | Buy |
+8,175
| New | +$258K | 0.11% | 219 |
|