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 |
|