Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-35,656
| Closed | -$2.89M | – | 139 |
|
|
2019
Q4 | $2.89M | Buy |
35,656
+222
| +0.6% | +$18K | 0.74% | 62 |
|
|
2019
Q3 | $3.06M | Buy |
35,434
+581
| +2% | +$50.1K | 0.84% | 54 |
|
|
2019
Q2 | $2.65M | Sell |
34,853
-24
| -0.1% | -$1.82K | 0.74% | 61 |
|
|
2019
Q1 | $2.63M | Buy |
34,877
+362
| +1% | +$27.3K | 0.76% | 60 |
|
|
2018
Q4 | $2.28M | Buy |
34,515
+410
| +1% | +$27.1K | 0.75% | 64 |
|
|
2018
Q3 | $2.26M | Buy |
34,105
+1,355
| +4% | +$89.8K | 0.64% | 73 |
|
|
2018
Q2 | $2.09M | Buy |
+32,750
| New | +$2.09M | 0.65% | 73 |
|