Avior 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $427K | Buy |
6,322
+39
| +0.6% | +$2.63K | 0.01% | 473 |
|
2025
Q1 | $450K | Buy |
6,283
+177
| +3% | +$12.7K | 0.02% | 433 |
|
2024
Q4 | $438K | Buy |
6,106
+53
| +0.9% | +$3.8K | 0.02% | 485 |
|
2024
Q3 | $451K | Buy |
6,053
+42
| +0.7% | +$3.13K | 0.02% | 478 |
|
2024
Q2 | $417K | Sell |
6,011
-88
| -1% | -$6.1K | 0.02% | 483 |
|
2024
Q1 | $385K | Buy |
6,099
+480
| +9% | +$30.3K | 0.02% | 519 |
|
2023
Q4 | $344K | Buy |
5,619
+2,635
| +88% | +$161K | 0.02% | 420 |
|
2023
Q3 | $175K | Buy |
2,984
+14
| +0.5% | +$822 | 0.01% | 550 |
|
2023
Q2 | $196K | Buy |
2,970
+1,528
| +106% | +$101K | 0.01% | 526 |
|
2023
Q1 | $86.5K | Buy |
1,442
+160
| +12% | +$9.6K | 0.01% | 660 |
|
2022
Q4 | $75.6K | Buy |
+1,282
| New | +$75.6K | 0.01% | 564 |
|
2021
Q1 | – | Sell |
-12
| Closed | – | – | 1045 |
|
2020
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1009 |
|
2020
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 954 |
|
2020
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 926 |
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 812 |
|
2019
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 810 |
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 716 |
|
2019
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 777 |
|
2018
Q2 | – | Sell |
-11
| Closed | -$1K | – | 807 |
|
2018
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 729 |
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 732 |
|