Barrington Strategic Wealth Management Group’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.18M | Sell |
17,829
-2,365
| -12% | -$156K | 0.59% | 51 |
|
|
2017
Q2 | $1.33M | Sell |
20,194
-743
| -4% | -$48.9K | 0.68% | 40 |
|
|
2017
Q1 | $1.3M | Sell |
20,937
-660
| -3% | -$41.1K | 0.68% | 43 |
|
|
2016
Q4 | $1.39M | Sell |
21,597
-300
| -1% | -$19.3K | 0.75% | 40 |
|
|
2016
Q3 | $1.41M | Buy |
21,897
+3,815
| +21% | +$245K | 0.79% | 37 |
|
|
2016
Q2 | $1.25M | Sell |
18,082
-310
| -2% | -$21.3K | 0.71% | 40 |
|
|
2016
Q1 | $1.38M | Sell |
18,392
-735
| -4% | -$55.1K | 0.8% | 35 |
|
|
2015
Q4 | $1.56M | Buy |
19,127
+85
| +0.4% | +$6.94K | 0.91% | 31 |
|
|
2015
Q3 | $1.43M | Sell |
19,042
-150
| -0.8% | -$11.3K | 0.91% | 35 |
|
|
2015
Q2 | $1.35M | Buy |
19,192
+20
| +0.1% | +$1.4K | 0.81% | 40 |
|
|
2015
Q1 | $1.49M | Buy |
19,172
+60
| +0.3% | +$4.67K | 0.91% | 35 |
|
|
2014
Q4 | $1.37M | Buy |
19,112
+135
| +0.7% | +$9.7K | 0.88% | 35 |
|
|
2014
Q3 | $1.17M | Sell |
18,977
-765
| -4% | -$47.1K | 0.76% | 44 |
|
|
2014
Q2 | $1.24M | Sell |
19,742
-415
| -2% | -$26.2K | 0.79% | 45 |
|
|
2014
Q1 | $1.17M | Buy |
+20,157
| New | +$1.17M | 0.76% | 45 |
|
|
2013
Q3 | – | Sell |
-3,925
| Closed | -$228K | – | 92 |
|
|
2013
Q2 | $228K | Buy |
+3,925
| New | +$228K | 0.19% | 93 |
|