Cape Investment Advisory’s Equity Residential EQR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.5K Sell
37
-1
-3% -$67 ﹤0.01% 902
2025
Q1
$2.72K Hold
38
﹤0.01% 851
2024
Q4
$2.73K Buy
38
+1
+3% +$72 ﹤0.01% 841
2024
Q3
$2.76K Hold
37
﹤0.01% 790
2024
Q2
$2.57K Hold
37
﹤0.01% 767
2024
Q1
$2.34K Hold
37
﹤0.01% 749
2023
Q4
$2.26K Hold
37
﹤0.01% 908
2023
Q3
$2.17K Hold
37
﹤0.01% 781
2023
Q2
$2.44K Sell
37
-49
-57% -$3.23K ﹤0.01% 752
2023
Q1
$5.16K Buy
+86
New +$5.16K ﹤0.01% 663