Sequoia Financial Advisors’s Equity Commonwealth EQC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-32,245
Closed -$51.9K 1613
2025
Q1
$51.9K Sell
32,245
-2,139
-6% -$3.44K ﹤0.01% 1336
2024
Q4
$60.9K Sell
34,384
-1,354
-4% -$2.4K ﹤0.01% 1299
2024
Q3
$711K Buy
35,738
+959
+3% +$19.1K 0.01% 638
2024
Q2
$675K Buy
34,779
+1,697
+5% +$32.9K 0.01% 590
2024
Q1
$625K Buy
33,082
+413
+1% +$7.8K 0.01% 615
2023
Q4
$627K Sell
32,669
-92
-0.3% -$1.77K 0.01% 671
2023
Q3
$602K Buy
32,761
+885
+3% +$16.3K 0.01% 460
2023
Q2
$646K Buy
31,876
+120
+0.4% +$2.43K 0.01% 447
2023
Q1
$658K Sell
31,756
-678
-2% -$14K 0.01% 399
2022
Q4
$810K Buy
+32,434
New +$810K 0.02% 337