Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.17K | Buy |
149
+102
| +217% | +$6.28K | ﹤0.01% | 740 |
|
|
2023
Q3 | $2.81K | Hold |
47
| – | – | ﹤0.01% | 764 |
|
|
2023
Q2 | $3.13K | Buy |
47
+1
| +2% | +$67 | ﹤0.01% | 787 |
|
|
2023
Q1 | $2.81K | Hold |
46
| – | – | ﹤0.01% | 784 |
|
|
2022
Q4 | $3K | Buy |
46
+1
| +2% | +$65 | ﹤0.01% | 731 |
|
|
2022
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 695 |
|
|
2022
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 708 |
|
|
2022
Q1 | $4K | Buy |
45
+1
| +2% | +$89 | ﹤0.01% | 671 |
|
|
2021
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 671 |
|
|
2021
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 609 |
|
|
2021
Q2 | $3K | Buy |
44
+1
| +2% | +$68 | ﹤0.01% | 612 |
|
|
2021
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 558 |
|
|
2020
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 526 |
|
|
2020
Q3 | $2K | Buy |
43
+1
| +2% | +$47 | ﹤0.01% | 532 |
|
|
2020
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 498 |
|
|
2020
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 470 |
|
|
2019
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 481 |
|
|
2019
Q3 | $4K | Buy |
42
+1
| +2% | +$95 | ﹤0.01% | 437 |
|
|
2019
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 464 |
|
|
2019
Q1 | $3K | Buy |
41
+1
| +3% | +$73 | ﹤0.01% | 468 |
|
|
2018
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 485 |
|
|
2018
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 501 |
|
|
2018
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 503 |
|
|
2017
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 503 |
|
|
2017
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 457 |
|
|
2017
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 452 |
|
|
2017
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 427 |
|