Spire Wealth Management’s Equity Commonwealth EQC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,690
Closed -$193K 2529
2024
Q3
$193K Sell
9,690
-1,370
-12% -$27.3K 0.01% 734
2024
Q2
$215K Sell
11,060
-720
-6% -$14K 0.01% 702
2024
Q1
$222K Buy
11,780
+1,345
+13% +$25.4K ﹤0.01% 741
2023
Q4
$205K Sell
10,435
-1,820
-15% -$35.8K 0.01% 756
2023
Q3
$225K Sell
12,255
-109
-0.9% -$2K 0.01% 679
2023
Q2
$250K Hold
12,364
0.01% 661
2023
Q1
$256K Buy
12,364
+9,209
+292% +$191K 0.01% 653
2022
Q4
$79K Sell
3,155
-610
-16% -$15.3K ﹤0.01% 828
2022
Q3
$92K Sell
3,765
-6,384
-63% -$156K 0.01% 737
2022
Q2
$279K Sell
10,149
-9,144
-47% -$251K 0.01% 654
2022
Q1
$544K Buy
19,293
+516
+3% +$14.6K 0.01% 548
2021
Q4
$486K Buy
18,777
+2,274
+14% +$58.9K 0.01% 712
2021
Q3
$429K Buy
16,503
+148
+0.9% +$3.85K 0.01% 643
2021
Q2
$429K Sell
16,355
-1,624
-9% -$42.6K 0.01% 652
2021
Q1
$500K Buy
+17,979
New +$500K 0.01% 668