Baldwin Wealth Partners’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-224
| Closed | -$16.7K | – | 484 |
|
|
2024
Q3 | $16.7K | Buy |
224
+4
| +2% | +$298 | ﹤0.01% | 723 |
|
|
2024
Q2 | $15.3K | Hold |
220
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $13.9K | Sell |
220
-925
| -81% | -$58.4K | ﹤0.01% | 529 |
|
|
2023
Q4 | $70K | Buy |
1,145
+291
| +34% | +$17.8K | 0.01% | 329 |
|
|
2023
Q3 | $50.1K | Hold |
854
| – | – | ﹤0.01% | 395 |
|
|
2023
Q2 | $56.3K | Sell |
854
-100
| -10% | -$6.6K | ﹤0.01% | 396 |
|
|
2023
Q1 | $57.2K | Hold |
954
| – | – | 0.01% | 410 |
|
|
2022
Q4 | $56.3K | Buy |
954
+834
| +695% | +$49.2K | 0.01% | 400 |
|
|
2022
Q3 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 531 |
|