Carson Wealth (CWM LLC)’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
5,691
+2,090
| +58% | +$141K | ﹤0.01% | 1717 |
|
|
2025
Q1 | $258K | Buy |
3,601
+470
| +15% | +$33.7K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $225K | Buy |
3,131
+378
| +14% | +$27.2K | ﹤0.01% | 1750 |
|
|
2024
Q3 | $205K | Buy |
2,753
+57
| +2% | +$4.24K | ﹤0.01% | 1741 |
|
|
2024
Q2 | $187K | Buy |
2,696
+36
| +1% | +$2.5K | ﹤0.01% | 1623 |
|
|
2024
Q1 | $168K | Buy |
2,660
+114
| +4% | +$7.2K | ﹤0.01% | 1593 |
|
|
2023
Q4 | $156K | Sell |
2,546
-1,020
| -29% | -$62.5K | ﹤0.01% | 1528 |
|
|
2023
Q3 | $209K | Buy |
3,566
+452
| +15% | +$26.5K | ﹤0.01% | 1295 |
|
|
2023
Q2 | $205K | Buy |
3,114
+174
| +6% | +$11.5K | ﹤0.01% | 1241 |
|
|
2023
Q1 | $176K | Buy |
2,940
+1,157
| +65% | +$69.3K | ﹤0.01% | 1241 |
|
|
2022
Q4 | $105K | Sell |
1,783
-734
| -29% | -$43.2K | ﹤0.01% | 1355 |
|
|
2022
Q3 | $169K | Buy |
2,517
+1,322
| +111% | +$88.8K | ﹤0.01% | 1119 |
|
|
2022
Q2 | $86K | Sell |
1,195
-519
| -30% | -$37.4K | ﹤0.01% | 1375 |
|
|
2022
Q1 | $154K | Buy |
1,714
+1,086
| +173% | +$97.6K | ﹤0.01% | 1152 |
|
|
2021
Q4 | $57K | Buy |
+628
| New | +$57K | ﹤0.01% | 1521 |
|
|
2021
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2494 |
|
|
2021
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 2494 |
|
|
2020
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 2494 |
|
|
2020
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2494 |
|
|
2020
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2494 |
|
|
2020
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 2494 |
|
|
2019
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 2494 |
|
|
2019
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2494 |
|
|
2019
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2494 |
|
|
2019
Q1 | $3K | Sell |
34
-3,159
| -99% | -$279K | ﹤0.01% | 2494 |
|
|
2018
Q4 | $211K | Buy |
3,193
+72
| +2% | +$4.76K | 0.01% | 587 |
|
|
2018
Q3 | $207K | Sell |
3,121
-16
| -0.5% | -$1.06K | 0.01% | 508 |
|
|
2018
Q2 | $200K | Buy |
3,137
+16
| +0.5% | +$1.02K | 0.01% | 422 |
|
|
2018
Q1 | $192K | Sell |
3,121
-54
| -2% | -$3.32K | 0.01% | 365 |
|
|
2017
Q4 | $202K | Sell |
3,175
-69
| -2% | -$4.39K | 0.01% | 343 |
|
|
2017
Q3 | $214K | Buy |
3,244
+123
| +4% | +$8.11K | 0.01% | 318 |
|
|
2017
Q2 | $205K | Hold |
3,121
| – | – | 0.01% | 303 |
|
|
2017
Q1 | $194K | Sell |
3,121
-29
| -0.9% | -$1.8K | 0.01% | 292 |
|
|
2016
Q4 | $203K | Buy |
3,150
+3,029
| +2,503% | +$195K | 0.01% | 270 |
|
|
2016
Q3 | $8K | Buy |
121
+100
| +476% | +$6.61K | ﹤0.01% | 737 |
|
|
2016
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 738 |
|
|
2016
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 677 |
|