WCM
EQY
Windsor Capital Management’s Equity One EQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,468
| Closed | -$133K | – | 535 |
|
|
2015
Q3 | $133K | Buy |
+5,468
| New | +$133K | 0.08% | 113 |
|
|
2014
Q1 | – | Sell |
-5,306
| Closed | -$119K | – | 350 |
|
|
2013
Q4 | $119K | Hold |
5,306
| – | – | 0.07% | 108 |
|
|
2013
Q3 | $116K | Buy |
5,306
+23
| +0.4% | +$503 | 0.07% | 110 |
|
|
2013
Q2 | $120K | Buy |
+5,283
| New | +$120K | 0.07% | 95 |
|