SWM
EQC
Salvus Wealth Management’s Equity Commonwealth EQC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,040
| Closed | -$458K | – | 123 |
|
|
2024
Q3 | $458K | Hold |
23,040
| – | – | 0.28% | 88 |
|
|
2024
Q2 | $447K | Sell |
23,040
-346
| -1% | -$6.71K | 0.31% | 83 |
|
|
2024
Q1 | $442K | Hold |
23,386
| – | – | 0.3% | 80 |
|
|
2023
Q4 | $449K | Sell |
23,386
-485
| -2% | -$9.31K | 0.32% | 75 |
|
|
2023
Q3 | $439K | Buy |
23,871
+610
| +3% | +$11.2K | 0.35% | 75 |
|
|
2023
Q2 | $471K | Buy |
23,261
+1,058
| +5% | +$21.4K | 0.36% | 73 |
|
|
2023
Q1 | $460K | Buy |
22,203
+4,792
| +28% | +$99.2K | 0.37% | 71 |
|
|
2022
Q4 | $435K | Buy |
17,411
+321
| +2% | +$8.02K | 0.4% | 63 |
|
|
2022
Q3 | $416K | Sell |
17,090
-139
| -0.8% | -$3.38K | 0.4% | 65 |
|
|
2022
Q2 | $474K | Buy |
17,229
+114
| +0.7% | +$3.14K | 0.42% | 62 |
|
|
2022
Q1 | $483K | Sell |
17,115
-165
| -1% | -$4.66K | 0.37% | 67 |
|
|
2021
Q4 | $448K | Buy |
17,280
+2,340
| +16% | +$60.7K | 0.33% | 66 |
|
|
2021
Q3 | $388K | Hold |
14,940
| – | – | 0.32% | 68 |
|
|
2021
Q2 | $390K | Buy |
14,940
+380
| +3% | +$9.92K | 0.33% | 68 |
|
|
2021
Q1 | $410K | Sell |
14,560
-225
| -2% | -$6.34K | 0.38% | 60 |
|
|
2020
Q4 | $403K | Buy |
+14,785
| New | +$403K | 0.44% | 60 |
|