Bridges Investment Counsel’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $398K | Sell |
6,250
-500
| -7% | -$31.8K | 0.22% | 97 |
|
|
2017
Q3 | $445K | Sell |
6,750
-2,050
| -23% | -$135K | 0.25% | 90 |
|
|
2017
Q2 | $580K | Buy |
+8,800
| New | +$580K | 0.13% | 107 |
|
|
2017
Q1 | – | Sell |
-8,900
| Closed | -$573K | – | 130 |
|
|
2016
Q4 | $573K | Sell |
8,900
-400
| -4% | -$25.8K | 0.14% | 108 |
|
|
2016
Q3 | $598K | Hold |
9,300
| – | – | 0.13% | 106 |
|
|
2016
Q2 | $641K | Sell |
9,300
-500
| -5% | -$34.5K | 0.14% | 105 |
|
|
2016
Q1 | $736K | Buy |
+9,800
| New | +$736K | 0.16% | 101 |
|
|
2015
Q3 | – | Sell |
-12,166
| Closed | -$854K | – | 146 |
|
|
2015
Q2 | $854K | Sell |
12,166
-1,450
| -11% | -$102K | 0.2% | 100 |
|
|
2015
Q1 | $1.06M | Sell |
13,616
-1,100
| -7% | -$85.6K | 0.24% | 93 |
|
|
2014
Q4 | $1.06M | Sell |
14,716
-400
| -3% | -$28.7K | 0.24% | 95 |
|
|
2014
Q3 | $931K | Sell |
15,116
-108
| -0.7% | -$6.65K | 0.21% | 101 |
|
|
2014
Q2 | $959K | Sell |
15,224
-1
| -0% | -$63 | 0.22% | 102 |
|
|
2014
Q1 | $883K | Sell |
15,225
-1,200
| -7% | -$69.6K | 0.21% | 100 |
|
|
2013
Q4 | $852K | Hold |
16,425
| – | – | 0.2% | 100 |
|
|
2013
Q3 | $880K | Sell |
16,425
-150
| -0.9% | -$8.04K | 0.22% | 98 |
|
|
2013
Q2 | $962K | Buy |
+16,575
| New | +$962K | 0.25% | 92 |
|