Berman Capital Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $160K | Buy |
1,988
+523
| +36% | +$42.1K | 0.03% | 320 |
|
|
2021
Q2 | $112K | Buy |
1,465
+601
| +70% | +$45.9K | 0.02% | 355 |
|
|
2021
Q1 | $61K | Buy |
864
+13
| +2% | +$918 | 0.01% | 413 |
|
|
2020
Q4 | $50K | Buy |
851
+157
| +23% | +$9.22K | 0.01% | 407 |
|
|
2020
Q3 | $35K | Buy |
694
+15
| +2% | +$756 | 0.01% | 439 |
|
|
2020
Q2 | $39K | Buy |
679
+10
| +1% | +$574 | 0.01% | 379 |
|
|
2020
Q1 | $40K | Buy |
669
+514
| +332% | +$30.7K | 0.01% | 332 |
|
|
2019
Q4 | $12K | Hold |
155
| – | – | ﹤0.01% | 671 |
|
|
2019
Q3 | $13K | Buy |
155
+29
| +23% | +$2.43K | ﹤0.01% | 637 |
|
|
2019
Q2 | $9K | Buy |
126
+33
| +35% | +$2.36K | ﹤0.01% | 763 |
|
|
2019
Q1 | $7K | Hold |
93
| – | – | ﹤0.01% | 753 |
|
|
2018
Q4 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 679 |
|