BTR Capital 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
Q2 | – | Sell |
-2,226
| Closed | -$200K | – | 162 |
|
|
2022
Q1 | $200K | Hold |
2,226
| – | – | 0.02% | 167 |
|
|
2021
Q4 | $201K | Buy |
+2,226
| New | +$201K | 0.02% | 173 |
|
|
2019
Q4 | – | Sell |
-2,362
| Closed | -$204K | – | 167 |
|
|
2019
Q3 | $204K | Buy |
+2,362
| New | +$204K | 0.04% | 161 |
|
|
2017
Q1 | – | Sell |
-6,361
| Closed | -$409K | – | 159 |
|
|
2016
Q4 | $409K | Hold |
6,361
| – | – | 0.09% | 117 |
|
|
2016
Q3 | $409K | Sell |
6,361
-1,800
| -22% | -$116K | 0.09% | 117 |
|
|
2016
Q2 | $562K | Sell |
8,161
-300
| -4% | -$20.7K | 0.13% | 105 |
|
|
2016
Q1 | $635K | Sell |
8,461
-250
| -3% | -$18.8K | 0.15% | 100 |
|
|
2015
Q4 | $711K | Hold |
8,711
| – | – | 0.16% | 102 |
|
|
2015
Q3 | $654K | Buy |
8,711
+3,276
| +60% | +$246K | 0.16% | 105 |
|
|
2015
Q2 | $381K | Buy |
5,435
+1,250
| +30% | +$87.6K | 0.09% | 111 |
|
|
2015
Q1 | $326K | Buy |
+4,185
| New | +$326K | 0.08% | 122 |
|