Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $326K | Sell |
5,519
-59
| -1% | -$3.48K | 0.19% | 89 |
|
|
2022
Q3 | $375K | Buy |
5,578
+24
| +0.4% | +$1.61K | 0.28% | 80 |
|
|
2022
Q2 | $401K | Buy |
5,554
+19
| +0.3% | +$1.37K | 0.27% | 78 |
|
|
2022
Q1 | $498K | Sell |
5,535
-1,018
| -16% | -$91.6K | 0.3% | 76 |
|
|
2021
Q4 | $593K | Buy |
6,553
+31
| +0.5% | +$2.81K | 0.35% | 71 |
|
|
2021
Q3 | $528K | Buy |
6,522
+434
| +7% | +$35.1K | 0.34% | 73 |
|
|
2021
Q2 | $469K | Buy |
6,088
+2,073
| +52% | +$160K | 0.3% | 86 |
|
|
2021
Q1 | $288K | Buy |
+4,015
| New | +$288K | 0.2% | 99 |
|