Cornerstone Advisory’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,345	Closed	-$205K	–	228
2023 Q4	$205K	Buy	+3,345	New	+$194K	0.03%	215
2023 Q3	–	Sell	-3,882	Closed	-$256K	–	213
2023 Q2	$256K	Buy	3,882 +67	+2%	+$4.19K	0.05%	192
2023 Q1	$229K	Buy	3,815 +10	+0.3%	+$614	0.04%	197
2022 Q4	$224K	Buy	+3,805	New	+$238K	0.04%	189
2022 Q2	–	Sell	-8,454	Closed	-$760K	–	203
2022 Q1	$760K	Sell	8,454 -662	-7%	-$58.4K	0.12%	137
2021 Q4	$825K	Sell	9,116 -9,334	-51%	-$803K	0.12%	133
2021 Q3	$1.49M	Hold	18,450	–	–	0.25%	71
2021 Q2	$1.42M	Sell	18,450 -400	-2%	-$30.2K	0.24%	77
2021 Q1	$1.35M	Buy	+18,850	New	+$1.25M	0.26%	74