BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-142
| Closed | -$10K | – | 992 |
|
|
2022
Q2 | $10K | Buy |
142
+1
| +0.7% | +$70 | ﹤0.01% | 592 |
|
|
2022
Q1 | $13K | Buy |
141
+1
| +0.7% | +$92 | ﹤0.01% | 573 |
|
|
2021
Q4 | $13K | Buy |
140
+1
| +0.7% | +$93 | ﹤0.01% | 614 |
|
|
2021
Q3 | $11K | Buy |
139
+1
| +0.7% | +$79 | ﹤0.01% | 621 |
|
|
2021
Q2 | $11K | Buy |
138
+1
| +0.7% | +$80 | ﹤0.01% | 589 |
|
|
2021
Q1 | $10K | Buy |
137
+2
| +1% | +$146 | ﹤0.01% | 575 |
|
|
2020
Q4 | $8K | Buy |
135
+1
| +0.7% | +$59 | ﹤0.01% | 594 |
|
|
2020
Q3 | $7K | Sell |
134
-131
| -49% | -$6.84K | ﹤0.01% | 546 |
|
|
2020
Q2 | $16K | Buy |
265
+134
| +102% | +$8.09K | ﹤0.01% | 477 |
|
|
2020
Q1 | $8K | Buy |
131
+1
| +0.8% | +$61 | ﹤0.01% | 514 |
|
|
2019
Q4 | $11K | Hold |
130
| – | – | ﹤0.01% | 515 |
|
|
2019
Q3 | $11K | Buy |
+130
| New | +$11K | ﹤0.01% | 492 |
|
|
2019
Q2 | – | Hold |
0
| – | -$13K | – | 516 |
|
|
2019
Q1 | – | Hold |
0
| – | -$11K | – | 490 |
|
|
2018
Q4 | – | Hold |
0
| – | -$11K | – | 464 |
|
|
2018
Q3 | – | Hold |
0
| – | -$10K | – | 474 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 501 |
|