United Capital Financial Advisors’s Equillium EQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,500
| Closed | -$30K | – | 1060 |
|
|
2022
Q3 | $30K | Hold |
13,500
| – | – | ﹤0.01% | 1070 |
|
|
2022
Q2 | $28K | Hold |
13,500
| – | – | ﹤0.01% | 1104 |
|
|
2022
Q1 | $43K | Hold |
13,500
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q4 | $51K | Hold |
13,500
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q3 | $92K | Hold |
13,500
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q2 | $80K | Hold |
13,500
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q1 | $97K | Hold |
13,500
| – | – | ﹤0.01% | 1157 |
|
|
2020
Q4 | $72K | Hold |
13,500
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q3 | $78K | Hold |
13,500
| – | – | ﹤0.01% | 1117 |
|
|
2020
Q2 | $40K | Hold |
13,500
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q1 | $37K | Buy |
13,500
+720
| +6% | +$1.97K | ﹤0.01% | 1149 |
|
|
2019
Q4 | $43K | Buy |
+12,780
| New | +$43K | ﹤0.01% | 1326 |
|