CWM
C2C Wealth Management’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
3,682
| – | – | 0.23% | 73 |
|
|
2025
Q1 | $264K | Hold |
3,682
| – | – | 0.25% | 72 |
|
|
2024
Q4 | $264K | Hold |
3,682
| – | – | 0.24% | 75 |
|
|
2024
Q3 | $259K | Hold |
3,682
| – | – | 0.24% | 75 |
|
|
2024
Q2 | $255K | Hold |
3,682
| – | – | 0.25% | 74 |
|
|
2024
Q1 | $232K | Sell |
3,682
-100
| -3% | -$6.31K | 0.23% | 79 |
|
|
2023
Q4 | $236K | Buy |
3,782
+100
| +3% | +$6.25K | 0.2% | 97 |
|
|
2023
Q3 | $212K | Hold |
3,682
| – | – | 0.03% | 218 |
|
|
2023
Q2 | $250K | Hold |
3,682
| – | – | 0.03% | 215 |
|
|
2023
Q1 | $220K | Hold |
3,682
| – | – | 0.04% | 219 |
|
|
2022
Q4 | $225K | Hold |
3,682
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $252K | Hold |
3,682
| – | – | 0.05% | 150 |
|
|
2022
Q2 | $267K | Hold |
3,682
| – | – | 0.05% | 151 |
|
|
2022
Q1 | $338K | Hold |
3,682
| – | – | 0.06% | 149 |
|
|
2021
Q4 | $333K | Buy |
+3,682
| New | +$333K | 0.05% | 163 |
|