Steward Partners Investment Advisory’s Equity Commonwealth EQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-309
| Closed | -$497 | – | 4272 |
|
|
2025
Q1 | $497 | Sell |
309
-125
| -29% | -$201 | ﹤0.01% | 3863 |
|
|
2024
Q4 | $768 | Buy |
434
+346
| +393% | +$612 | ﹤0.01% | 3800 |
|
|
2024
Q3 | $1.75K | Hold |
88
| – | – | ﹤0.01% | 3456 |
|
|
2024
Q2 | $1.71K | Hold |
88
| – | – | ﹤0.01% | 3313 |
|
|
2024
Q1 | $1.66K | Hold |
88
| – | – | ﹤0.01% | 3317 |
|
|
2023
Q4 | $1.69K | Hold |
88
| – | – | ﹤0.01% | 3235 |
|
|
2023
Q3 | $1.62K | Hold |
88
| – | – | ﹤0.01% | 3114 |
|
|
2023
Q2 | $1.78K | Hold |
88
| – | – | ﹤0.01% | 3048 |
|
|
2023
Q1 | $1.82K | Sell |
88
-88
| -50% | -$1.82K | ﹤0.01% | 3035 |
|
|
2022
Q4 | $4.4K | Buy |
176
+88
| +100% | +$2.2K | ﹤0.01% | 2814 |
|
|
2022
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 3078 |
|
|
2022
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 3050 |
|
|
2022
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 3128 |
|
|
2021
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 3043 |
|
|
2021
Q3 | $2K | Sell |
88
-22,721
| -100% | -$516K | ﹤0.01% | 3023 |
|
|
2021
Q2 | $598K | Buy |
22,809
+21,971
| +2,622% | +$576K | 0.01% | 870 |
|
|
2021
Q1 | $23.3K | Buy |
838
+750
| +852% | +$20.9K | ﹤0.01% | 2407 |
|
|
2020
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 2744 |
|
|
2020
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 2615 |
|
|
2020
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 2434 |
|
|
2020
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 2335 |
|
|
2019
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 2462 |
|
|
2019
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 2387 |
|
|
2019
Q2 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 2478 |
|
|
2018
Q4 | – | Sell |
-88
| Closed | -$3K | – | 2242 |
|
|
2018
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 2307 |
|
|
2018
Q2 | $3K | Buy |
88
+50
| +132% | +$1.71K | ﹤0.01% | 2159 |
|
|
2018
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 2174 |
|