BSW Wealth Partners’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 |
-3,998
| Closed | -$289K | – | 278 |
|
|
2022
Q2 | $289K | Sell |
3,998
-593
| -13% | -$42.9K | 0.07% | 199 |
|
|
2022
Q1 | $413K | Buy |
4,591
+235
| +5% | +$21.1K | 0.1% | 152 |
|
|
2021
Q4 | $394K | Buy |
4,356
+238
| +6% | +$21.5K | 0.1% | 153 |
|
|
2021
Q3 | $333K | Buy |
4,118
+668
| +19% | +$54K | 0.09% | 161 |
|
|
2021
Q2 | $266K | Buy |
3,450
+435
| +14% | +$33.5K | 0.07% | 190 |
|
|
2021
Q1 | $216K | Buy |
+3,015
| New | +$216K | 0.06% | 196 |
|