Cary Street Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,582
| Closed | -$92.9K | – | 958 |
|
|
2023
Q3 | $92.9K | Buy |
1,582
+30
| +2% | +$1.76K | 0.01% | 723 |
|
|
2023
Q2 | $102K | Sell |
1,552
-150
| -9% | -$9.9K | 0.01% | 655 |
|
|
2023
Q1 | $102K | Sell |
1,702
-105
| -6% | -$6.3K | 0.01% | 587 |
|
|
2022
Q4 | $107K | Buy |
+1,807
| New | +$107K | 0.01% | 573 |
|
|
2022
Q3 | – | Sell |
-1,550
| Closed | -$112K | – | 522 |
|
|
2022
Q2 | $112K | Buy |
+1,550
| New | +$112K | 0.01% | 497 |
|