Valeo Financial Advisors’s Equity Commonwealth EQC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10
| Closed | – | – | 1786 |
|
|
2021
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2115 |
|
|
2020
Q4 | – | Sell |
-129
| Closed | -$3K | – | 1838 |
|
|
2020
Q3 | $3K | Buy |
+129
| New | +$3K | ﹤0.01% | 1323 |
|
|
2020
Q1 | – | Sell |
-80
| Closed | -$3K | – | 1894 |
|
|
2019
Q4 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 1409 |
|
|
2019
Q3 | – | Sell |
-80
| Closed | -$3K | – | 1686 |
|
|
2019
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 1352 |
|
|
2019
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1303 |
|
|
2018
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1324 |
|
|
2018
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 1522 |
|
|
2018
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1370 |
|
|
2017
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1222 |
|
|
2017
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 1046 |
|