Alethea Capital Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,220
| Closed | -$253K | – | 59 |
|
|
2023
Q1 | $253K | Buy |
+4,220
| New | +$253K | 0.27% | 54 |
|
|
2020
Q2 | – | Sell |
-13,765
| Closed | -$849K | – | 89 |
|
|
2020
Q1 | $849K | Buy |
+13,765
| New | +$849K | 0.55% | 14 |
|
|
2018
Q2 | – | Sell |
-7,450
| Closed | -$459K | – | 74 |
|
|
2018
Q1 | $459K | Buy |
+7,450
| New | +$459K | 0.62% | 48 |
|
|
2017
Q4 | – | Sell |
-3,634
| Closed | -$240K | – | 84 |
|
|
2017
Q3 | $240K | Buy |
+3,634
| New | +$240K | 0.28% | 65 |
|
|
2015
Q1 | – | Sell |
-13,390
| Closed | -$962K | – | 69 |
|
|
2014
Q4 | $962K | Buy |
+13,390
| New | +$962K | 0.98% | 33 |
|