Capital Planning Advisors’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 |
-2,956
| Closed | -$213K | – | 126 |
|
|
2022
Q2 | $213K | Buy |
2,956
+28
| +1% | +$2.02K | 0.06% | 124 |
|
|
2022
Q1 | $263K | Hold |
2,928
| – | – | 0.06% | 136 |
|
|
2021
Q4 | $265K | Hold |
2,928
| – | – | 0.05% | 138 |
|
|
2021
Q3 | $237K | Hold |
2,928
| – | – | 0.05% | 136 |
|
|
2021
Q2 | $225K | Buy |
+2,928
| New | +$225K | 0.05% | 138 |
|