Concord Wealth Partners’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.8K | Hold |
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|
2025
Q2 | $7.09K | Hold |
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|
2025
Q1 | $7.52K | Hold |
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|
2024
Q4 | $7.54K | Hold |
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|
2024
Q3 | $7.82K | Sell |
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|
2024
Q2 | $8.32K | Buy |
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|
2024
Q1 | $6.63K | Hold |
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|
2023
Q4 | $6.42K | Hold |
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|
2023
Q3 | $6.17K | Hold |
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|
2023
Q2 | $6.93K | Sell |
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|
2023
Q1 | $11.5K | Buy |
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|
2022
Q4 | $7.32K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | $10K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $8K | Sell |
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|
2021
Q1 | $12K | Buy |
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|
2020
Q4 | $4K | Buy |
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