Carolinas Wealth Consulting’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 | – | Sell |
-19
| Closed | -$1.36K | – | 281 |
|
|
2025
Q1 | $1.36K | Sell |
19
-5
| -21% | -$358 | ﹤0.01% | 871 |
|
|
2024
Q4 | $1.72K | Sell |
24
-304
| -93% | -$21.8K | ﹤0.01% | 857 |
|
|
2024
Q3 | $24.6K | Buy |
328
+5
| +2% | +$376 | ﹤0.01% | 457 |
|
|
2024
Q2 | $22.4K | Buy |
323
+5
| +2% | +$347 | ﹤0.01% | 466 |
|
|
2024
Q1 | $20.3K | Buy |
+318
| New | +$20.3K | ﹤0.01% | 481 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$332 | – | 1011 |
|
|
2023
Q3 | $332 | Hold |
6
| – | – | ﹤0.01% | 976 |
|
|
2023
Q2 | $400 | Sell |
6
-8
| -57% | -$533 | ﹤0.01% | 1028 |
|
|
2023
Q1 | $910 | Sell |
14
-92
| -87% | -$5.98K | ﹤0.01% | 909 |
|
|
2022
Q4 | $6.32K | Buy |
106
+10
| +10% | +$596 | ﹤0.01% | 669 |
|
|
2022
Q3 | $7K | Hold |
96
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $7K | Sell |
96
-5
| -5% | -$365 | ﹤0.01% | 622 |
|
|
2022
Q1 | $9K | Buy |
101
+5
| +5% | +$446 | ﹤0.01% | 616 |
|
|
2021
Q4 | $9K | Hold |
96
| – | – | ﹤0.01% | 624 |
|
|
2021
Q3 | $8K | Sell |
96
-305
| -76% | -$25.4K | ﹤0.01% | 604 |
|
|
2021
Q2 | $31K | Hold |
401
| – | – | 0.01% | 427 |
|
|
2021
Q1 | $29K | Hold |
401
| – | – | 0.01% | 450 |
|
|
2020
Q4 | $24K | Sell |
401
-32
| -7% | -$1.92K | 0.01% | 451 |
|
|
2020
Q3 | $22K | Buy |
433
+389
| +884% | +$19.8K | 0.01% | 378 |
|
|
2020
Q2 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 445 |
|