AE Wealth Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,634
| Closed | -$321K | – | 1264 |
|
|
2024
Q2 | $321K | Buy |
+4,634
| New | +$321K | ﹤0.01% | 1006 |
|
|
2024
Q1 | – | Sell |
-10,528
| Closed | -$623K | – | 1391 |
|
|
2023
Q4 | $623K | Sell |
10,528
-6,833
| -39% | -$404K | ﹤0.01% | 1328 |
|
|
2023
Q3 | $1.02M | Sell |
17,361
-58,222
| -77% | -$3.42M | 0.01% | 1088 |
|
|
2023
Q2 | $4.99M | Buy |
75,583
+66,092
| +696% | +$4.36M | 0.03% | 534 |
|
|
2023
Q1 | $569K | Buy |
9,491
+577
| +6% | +$34.6K | ﹤0.01% | 1286 |
|
|
2022
Q4 | $526K | Buy |
8,914
+686
| +8% | +$40.5K | ﹤0.01% | 1291 |
|
|
2022
Q3 | $553K | Buy |
8,228
+242
| +3% | +$16.3K | ﹤0.01% | 1203 |
|
|
2022
Q2 | $577K | Buy |
7,986
+475
| +6% | +$34.3K | ﹤0.01% | 1124 |
|
|
2022
Q1 | $675K | Buy |
7,511
+427
| +6% | +$38.4K | ﹤0.01% | 1078 |
|
|
2021
Q4 | $641K | Sell |
7,084
-47,982
| -87% | -$4.34M | ﹤0.01% | 1156 |
|
|
2021
Q3 | $4.46M | Buy |
55,066
+3,462
| +7% | +$280K | 0.04% | 411 |
|
|
2021
Q2 | $3.97M | Buy |
51,604
+8,841
| +21% | +$681K | 0.03% | 430 |
|
|
2021
Q1 | $3.06M | Buy |
42,763
+4,054
| +10% | +$290K | 0.03% | 449 |
|
|
2020
Q4 | $2.3M | Buy |
38,709
+6,561
| +20% | +$389K | 0.03% | 453 |
|
|
2020
Q3 | $1.65M | Buy |
32,148
+5,023
| +19% | +$258K | 0.02% | 483 |
|
|
2020
Q2 | $1.6M | Buy |
+27,125
| New | +$1.6M | 0.02% | 476 |
|
|
2020
Q1 | – | Sell |
-6,338
| Closed | -$513K | – | 1142 |
|
|
2019
Q4 | $513K | Buy |
6,338
+2,438
| +63% | +$197K | 0.01% | 727 |
|
|
2019
Q3 | $336K | Buy |
3,900
+1,112
| +40% | +$95.8K | 0.01% | 739 |
|
|
2019
Q2 | $212K | Buy |
+2,788
| New | +$212K | 0.01% | 882 |
|