Advisor Partners’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $512K | Buy |
7,095
+206
| +3% | +$14.9K | 0.04% | 472 |
|
|
2022
Q1 | $619K | Buy |
6,889
+407
| +6% | +$36.6K | 0.04% | 448 |
|
|
2021
Q4 | $587K | Buy |
6,482
+486
| +8% | +$44K | 0.04% | 471 |
|
|
2021
Q3 | $485K | Buy |
5,996
+218
| +4% | +$17.6K | 0.03% | 496 |
|
|
2021
Q2 | $445K | Buy |
5,778
+156
| +3% | +$12K | 0.03% | 540 |
|
|
2021
Q1 | $403K | Buy |
5,622
+30
| +0.5% | +$2.15K | 0.03% | 538 |
|
|
2020
Q4 | $331K | Buy |
+5,592
| New | +$331K | 0.02% | 566 |
|
|
2020
Q3 | – | Sell |
-5,010
| Closed | -$295K | – | 704 |
|
|
2020
Q2 | $295K | Sell |
5,010
-2,664
| -35% | -$157K | 0.03% | 521 |
|
|
2020
Q1 | $473K | Buy |
7,674
+1,383
| +22% | +$85.2K | 0.06% | 314 |
|
|
2019
Q4 | $516K | Sell |
6,291
-345
| -5% | -$28.3K | 0.05% | 340 |
|
|
2019
Q3 | $572K | Buy |
6,636
+1,056
| +19% | +$91K | 0.07% | 298 |
|
|
2019
Q2 | $424K | Buy |
5,580
+192
| +4% | +$14.6K | 0.05% | 353 |
|
|
2019
Q1 | $406K | Buy |
5,388
+284
| +6% | +$21.4K | 0.05% | 347 |
|
|
2018
Q4 | $337K | Buy |
5,104
+1,809
| +55% | +$119K | 0.05% | 370 |
|
|
2018
Q3 | $218K | Buy |
+3,295
| New | +$218K | 0.03% | 568 |
|
|
2018
Q1 | – | Sell |
-7,955
| Closed | -$481K | – | 576 |
|
|
2017
Q4 | $481K | Buy |
7,955
+753
| +10% | +$45.5K | 0.09% | 276 |
|
|
2017
Q3 | $475K | Sell |
7,202
-132
| -2% | -$8.71K | 0.09% | 235 |
|
|
2017
Q2 | $483K | Buy |
7,334
+1,258
| +21% | +$82.8K | 0.11% | 222 |
|
|
2017
Q1 | $378K | Buy |
6,076
+1,989
| +49% | +$124K | 0.1% | 256 |
|
|
2016
Q4 | $263K | Buy |
+4,087
| New | +$263K | 0.08% | 305 |
|
|
2016
Q3 | – | Sell |
-3,127
| Closed | -$215K | – | 409 |
|
|
2016
Q2 | $215K | Sell |
3,127
-1,627
| -34% | -$112K | 0.08% | 334 |
|
|
2016
Q1 | $357K | Buy |
4,754
+1,832
| +63% | +$138K | 0.13% | 185 |
|
|
2015
Q4 | $238K | Buy |
2,922
+71
| +2% | +$5.78K | 0.08% | 262 |
|
|
2015
Q3 | $214K | Sell |
2,851
-85
| -3% | -$6.38K | 0.09% | 279 |
|
|
2015
Q2 | $227K | Sell |
2,936
-193
| -6% | -$14.9K | 0.09% | 278 |
|
|
2015
Q1 | $244K | Buy |
+3,129
| New | +$244K | 0.1% | 260 |
|