Bartlett & Co’s Equity Residential EQR Stock Holding History

Bartlett & Co’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$63K	Hold	1,006	–	–	﹤0.01%	658
2023 Q3	$60K	Hold	1,006	–	–	﹤0.01%	627
2023 Q2	$67K	Hold	1,006	–	–	﹤0.01%	614
2023 Q1	$61K	Hold	1,006	–	–	﹤0.01%	540
2022 Q4	$60K	Hold	1,006	–	–	﹤0.01%	555
2022 Q3	$68K	Hold	1,006	–	–	﹤0.01%	518
2022 Q2	$73K	Hold	1,006	–	–	﹤0.01%	512
2022 Q1	$91K	Buy	+1,006	New	+$91K	﹤0.01%	500
2021 Q4	–	Sell	-1,206	Closed	-$98K	–	534
2021 Q3	$98K	Hold	1,206	–	–	﹤0.01%	412
2021 Q2	$93K	Hold	1,206	–	–	﹤0.01%	417
2021 Q1	$86K	Sell	1,206 -400	-25%	-$28.5K	﹤0.01%	446
2020 Q4	$95K	Hold	1,606	–	–	﹤0.01%	420
2020 Q3	$82K	Hold	1,606	–	–	﹤0.01%	408
2020 Q2	$94K	Hold	1,606	–	–	﹤0.01%	385
2020 Q1	$99K	Buy	+1,606	New	+$99K	﹤0.01%	369
2019 Q3	$139K	Buy	1,606 +1,050	+189%	+$90.9K	﹤0.01%	360
2019 Q2	$42K	Hold	556	–	–	﹤0.01%	457
2019 Q1	$42K	Hold	556	–	–	﹤0.01%	444
2018 Q4	$37K	Hold	556	–	–	﹤0.01%	450
2018 Q3	$37K	Hold	556	–	–	﹤0.01%	471
2018 Q2	$35K	Hold	556	–	–	﹤0.01%	463
2018 Q1	$34K	Hold	556	–	–	﹤0.01%	468
2017 Q4	$35K	Hold	556	–	–	﹤0.01%	468
2017 Q3	$37K	Hold	556	–	–	﹤0.01%	461
2017 Q2	$37K	Hold	556	–	–	﹤0.01%	455
2017 Q1	$35K	Hold	556	–	–	﹤0.01%	465
2016 Q4	$36K	Hold	556	–	–	﹤0.01%	468
2016 Q3	$36K	Hold	556	–	–	﹤0.01%	467
2016 Q2	$38K	Hold	556	–	–	﹤0.01%	460
2016 Q1	$42K	Hold	556	–	–	﹤0.01%	437
2015 Q4	$45K	Hold	556	–	–	﹤0.01%	433
2015 Q3	$42K	Hold	556	–	–	﹤0.01%	434
2015 Q2	$39K	Hold	556	–	–	﹤0.01%	466
2015 Q1	$43K	Hold	556	–	–	﹤0.01%	454
2014 Q4	$40K	Hold	556	–	–	﹤0.01%	462
2014 Q3	$34K	Hold	556	–	–	﹤0.01%	481
2014 Q2	$35K	Hold	556	–	–	﹤0.01%	487
2014 Q1	$32K	Hold	556	–	–	﹤0.01%	480
2013 Q4	$29K	Sell	556 -300	-35%	-$15.6K	﹤0.01%	468
2013 Q3	$46K	Hold	856	–	–	﹤0.01%	415
2013 Q2	$50K	Buy	+856	New	+$50K	﹤0.01%	393