Concord Wealth Partners’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 | $7.09K | Hold |
105
| – | – | ﹤0.01% | 584 |
|
|
2025
Q1 | $7.52K | Hold |
105
| – | – | ﹤0.01% | 539 |
|
|
2024
Q4 | $7.54K | Hold |
105
| – | – | ﹤0.01% | 550 |
|
|
2024
Q3 | $7.82K | Sell |
105
-15
| -13% | -$1.12K | ﹤0.01% | 583 |
|
|
2024
Q2 | $8.32K | Buy |
120
+15
| +14% | +$1.04K | ﹤0.01% | 528 |
|
|
2024
Q1 | $6.63K | Hold |
105
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $6.42K | Hold |
105
| – | – | ﹤0.01% | 611 |
|
|
2023
Q3 | $6.17K | Hold |
105
| – | – | ﹤0.01% | 688 |
|
|
2023
Q2 | $6.93K | Sell |
105
-87
| -45% | -$5.74K | ﹤0.01% | 656 |
|
|
2023
Q1 | $11.5K | Buy |
192
+68
| +55% | +$4.08K | ﹤0.01% | 574 |
|
|
2022
Q4 | $7.32K | Buy |
+124
| New | +$7.32K | ﹤0.01% | 686 |
|
|
2022
Q3 | – | Sell |
-124
| Closed | -$9K | – | 449 |
|
|
2022
Q2 | $9K | Hold |
124
| – | – | ﹤0.01% | 700 |
|
|
2022
Q1 | $11K | Buy |
124
+19
| +18% | +$1.69K | ﹤0.01% | 753 |
|
|
2021
Q4 | $10K | Buy |
+105
| New | +$10K | ﹤0.01% | 778 |
|
|
2021
Q3 | – | Sell |
-105
| Closed | -$8K | – | 940 |
|
|
2021
Q2 | $8K | Sell |
105
-69
| -40% | -$5.26K | ﹤0.01% | 657 |
|
|
2021
Q1 | $12K | Buy |
174
+105
| +152% | +$7.24K | ﹤0.01% | 556 |
|
|
2020
Q4 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 434 |
|