Ahrens Investment Partners’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $117K | Buy |
+1,954
| New | +$117K | 0.06% | 201 |
|
2022
Q4 | – | Sell |
-5,011
| Closed | -$337K | – | 180 |
|
2022
Q3 | $337K | Sell |
5,011
-1,199
| -19% | -$80.6K | 0.18% | 101 |
|
2022
Q2 | $448K | Sell |
6,210
-548
| -8% | -$39.5K | 0.2% | 90 |
|
2022
Q1 | $608K | Sell |
6,758
-1,399
| -17% | -$126K | 0.19% | 87 |
|
2021
Q4 | $738K | Sell |
8,157
-3,098
| -28% | -$280K | 0.33% | 67 |
|
2021
Q3 | $911K | Sell |
11,255
-1,499
| -12% | -$121K | 0.44% | 68 |
|
2021
Q2 | $982K | Sell |
12,754
-698
| -5% | -$53.7K | 0.45% | 57 |
|
2021
Q1 | $964K | Buy |
+13,452
| New | +$964K | 0.49% | 57 |
|
2020
Q4 | – | Sell |
-6,300
| Closed | -$323K | – | 194 |
|
2020
Q3 | $323K | Buy |
+6,300
| New | +$323K | 0.22% | 111 |
|