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 |
|