Cornerstone Advisory’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,345
| Closed | -$205K | – | 228 |
|
|
2023
Q4 | $205K | Buy |
+3,345
| New | +$205K | 0.03% | 215 |
|
|
2023
Q3 | – | Sell |
-3,882
| Closed | -$256K | – | 213 |
|
|
2023
Q2 | $256K | Buy |
3,882
+67
| +2% | +$4.42K | 0.05% | 192 |
|
|
2023
Q1 | $229K | Buy |
3,815
+10
| +0.3% | +$600 | 0.04% | 197 |
|
|
2022
Q4 | $224K | Buy |
+3,805
| New | +$224K | 0.04% | 189 |
|
|
2022
Q2 | – | Sell |
-8,454
| Closed | -$760K | – | 203 |
|
|
2022
Q1 | $760K | Sell |
8,454
-662
| -7% | -$59.5K | 0.12% | 137 |
|
|
2021
Q4 | $825K | Sell |
9,116
-9,334
| -51% | -$845K | 0.12% | 133 |
|
|
2021
Q3 | $1.49M | Hold |
18,450
| – | – | 0.25% | 71 |
|
|
2021
Q2 | $1.42M | Sell |
18,450
-400
| -2% | -$30.8K | 0.24% | 77 |
|
|
2021
Q1 | $1.35M | Buy |
+18,850
| New | +$1.35M | 0.26% | 74 |
|