Balasa Dinverno & Foltz’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $505K | Hold |
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|
2022
Q2 | $542K | Sell |
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|
2022
Q1 | $676K | Hold |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $709K | Hold |
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|
2021
Q2 | $674K | Hold |
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|
2021
Q1 | $627K | Buy |
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|
2020
Q4 | $499K | Hold |
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|
2020
Q3 | $433K | Hold |
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|
2020
Q2 | $496K | Sell |
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|
2020
Q1 | $527K | Buy |
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|
2019
Q4 | $640K | Hold |
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|
2019
Q3 | $682K | Hold |
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|
2019
Q2 | $601K | Sell |
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|
2019
Q1 | $743K | Buy |
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|
2018
Q4 | $615K | Hold |
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|
2018
Q3 | $617K | Hold |
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|
2018
Q2 | $593K | Buy |
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|
2018
Q1 | $566K | Buy |
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|
2017
Q4 | $551K | Hold |
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|
2017
Q3 | $570K | Hold |
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|
2017
Q2 | $569K | Hold |
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|
2017
Q1 | $538K | Sell |
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|
2016
Q4 | $589K | Buy |
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|
2016
Q3 | $528K | Buy |
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|
2016
Q2 | $558K | Hold |
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|
2016
Q1 | $607K | Buy |
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|
2015
Q4 | $616K | Hold |
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|
2015
Q3 | $567K | Hold |
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|
2015
Q2 | $530K | Hold |
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|
2015
Q1 | $588K | Sell |
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|
2014
Q4 | $567K | Sell |
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|
2014
Q3 | $487K | Buy |
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|
2014
Q2 | $497K | Sell |
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|
2014
Q1 | $601K | Sell |
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|
2013
Q4 | $675K | Buy |
|