WCBA
EQY
Weaver C. Barksdale & Associates’s Equity One EQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-71
| Closed | -$2K | – | 550 |
|
|
2016
Q4 | $2K | Buy |
71
+9
| +15% | +$254 | ﹤0.01% | 493 |
|
|
2016
Q3 | $2K | Buy |
62
+5
| +9% | +$161 | ﹤0.01% | 492 |
|
|
2016
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 480 |
|
|
2016
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 502 |
|
|
2015
Q4 | $2K | Sell |
57
-13
| -19% | -$456 | ﹤0.01% | 498 |
|
|
2015
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 502 |
|
|
2015
Q2 | $2K | Buy |
70
+10
| +17% | +$286 | ﹤0.01% | 503 |
|
|
2015
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 512 |
|
|
2014
Q4 | $2K | Sell |
60
-11
| -15% | -$367 | ﹤0.01% | 509 |
|
|
2014
Q3 | $2K | Buy |
71
+5
| +8% | +$141 | ﹤0.01% | 507 |
|
|
2014
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 511 |
|
|
2014
Q1 | $1K | Hold |
66
| – | – | ﹤0.01% | 542 |
|
|
2013
Q4 | $1K | Hold |
66
| – | – | ﹤0.01% | 547 |
|
|
2013
Q3 | $1K | Buy |
66
+5
| +8% | +$76 | ﹤0.01% | 547 |
|
|
2013
Q2 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 543 |
|