SFS
EQC

Sowell Financial Services’s Equity Commonwealth EQC Stock Holding History

Sowell Financial Services’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-15,962
Closed -$439K – 2852
2021
Q1 		$439K Buy
15,962
+6,298
+65% +$178K 0.02% 697
2020
Q4 		$264K Buy
+9,664
New +$258K 0.01% 746
2020
Q3 		– Sell
-219
Closed -$7K – 2754
2020
Q2 		$7K Sell
219
-164
-43% -$5.42K ﹤0.01% 1818
2020
Q1 		$12K Buy
383
+175
+84% +$5.6K ﹤0.01% 1565
2019
Q4 		$7K Hold
208
– – ﹤0.01% 1813
2019
Q3 		$7K Buy
+208
New +$6.99K ﹤0.01% 1662

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State Street
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Fidelity Investments
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T. Rowe Price Associates
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SBH
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Wellington Management Group
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CTC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return