Bridgewater Wealth & Financial Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,920
| Closed | -$201K | – | 114 |
|
|
2016
Q2 | $201K | Hold |
2,920
| – | – | 0.07% | 112 |
|
|
2016
Q1 | $219K | Buy |
2,920
+200
| +7% | +$15K | 0.08% | 105 |
|
|
2015
Q4 | $222K | Hold |
2,720
| – | – | 0.09% | 84 |
|
|
2015
Q3 | $204K | Buy |
+2,720
| New | +$204K | 0.08% | 84 |
|
|
2015
Q2 | – | Sell |
-2,720
| Closed | -$212K | – | 78 |
|
|
2015
Q1 | $212K | Buy |
+2,720
| New | +$212K | 0.09% | 76 |
|