Caldwell Trust’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-200
|
|
||||
|
2023
Q2 | $13.2K | Hold |
200
|
|
||||
|
2023
Q1 | $12K | Hold |
200
|
|
||||
|
2022
Q4 | $11.8K | Sell |
200
-375
|
|
||||
|
2022
Q3 | $38.7K | Buy |
575
+375
|
|
||||
|
2022
Q2 | $14.4K | Hold |
200
|
|
||||
|
2022
Q1 | $18K | Hold |
200
|
|
||||
|
2021
Q4 | $18.1K | Hold |
200
|
|
||||
|
2021
Q3 | $16.2K | Sell |
200
-1,200
|
|
||||
|
2021
Q2 | $108K | Hold |
1,400
|
|
||||
|
2021
Q1 | $100K | Hold |
1,400
|
|
||||
|
2020
Q4 | $83K | Hold |
1,400
|
|
||||
|
2020
Q3 | $71.9K | Sell |
1,400
-200
|
|
||||
|
2020
Q2 | $94.1K | Hold |
1,600
|
|
||||
|
2020
Q1 | $98.7K | Hold |
1,600
|
|
||||
|
2019
Q4 | $129K | Buy |
+1,600
|
|