AWA
Acorn Wealth Advisors’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
3,228
| – | – | 0.08% | 230 |
|
|
2025
Q1 | $231K | Hold |
3,228
| – | – | 0.1% | 214 |
|
|
2024
Q4 | $232K | Hold |
3,228
| – | – | 0.1% | 209 |
|
|
2024
Q3 | $240K | Hold |
3,228
| – | – | 0.1% | 198 |
|
|
2024
Q2 | $224K | Hold |
3,228
| – | – | 0.11% | 184 |
|
|
2024
Q1 | $204K | Buy |
+3,228
| New | +$204K | 0.11% | 194 |
|
|
2018
Q2 | – | Sell |
-18
| Closed | -$1K | – | 611 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 787 |
|
|
2017
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 755 |
|