WBH Advisory’s Equity Commonwealth EQC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-8,713
| Closed | -$272K | – | 233 |
|
2017
Q1 | $272K | Sell |
8,713
-375
| -4% | -$11.7K | 0.08% | 198 |
|
2016
Q4 | $274K | Sell |
9,088
-235
| -3% | -$7.09K | 0.09% | 185 |
|
2016
Q3 | $281K | Sell |
9,323
-245
| -3% | -$7.38K | 0.1% | 181 |
|
2016
Q2 | $278K | Sell |
9,568
-275
| -3% | -$7.99K | 0.11% | 158 |
|
2016
Q1 | $277K | Sell |
9,843
-45
| -0.5% | -$1.27K | 0.09% | 160 |
|
2015
Q4 | $274 | Sell |
9,888
-50
| -0.5% | -$1 | 0.1% | 163 |
|
2015
Q3 | $270K | Sell |
9,938
-300
| -3% | -$8.15K | 0.11% | 156 |
|
2015
Q2 | $262K | Sell |
10,238
-325
| -3% | -$8.32K | 0.1% | 169 |
|
2015
Q1 | $280 | Sell |
10,563
-2,410
| -19% | -$64 | 0.08% | 166 |
|
2014
Q4 | $333K | Hold |
12,973
| – | – | 0.13% | 155 |
|
2014
Q3 | $333K | Sell |
12,973
-673
| -5% | -$17.3K | 0.12% | 156 |
|
2014
Q2 | $359K | Sell |
13,646
-600
| -4% | -$15.8K | 0.14% | 154 |
|
2014
Q1 | $374K | Buy |
14,246
+256
| +2% | +$6.72K | 0.15% | 150 |
|
2013
Q4 | $326K | Buy |
13,990
+406
| +3% | +$9.46K | 0.13% | 156 |
|
2013
Q3 | $298K | Buy |
13,584
+232
| +2% | +$5.09K | 0.13% | 152 |
|
2013
Q2 | $308K | Buy |
+13,352
| New | +$308K | 0.14% | 146 |
|