Counsel Portfolio Services’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $4.96M | Buy |
71,930
+5,508
| +8% | +$379K | 0.49% | 69 |
|
2016
Q1 | $4.98M | Buy |
+66,422
| New | +$4.98M | 0.66% | 44 |
|
2015
Q3 | – | Sell |
-57,894
| Closed | -$4.06M | – | 284 |
|
2015
Q2 | $4.06M | Buy |
57,894
+2,800
| +5% | +$196K | 0.41% | 78 |
|
2015
Q1 | $4.29M | Buy |
55,094
+21,300
| +63% | +$1.66M | 0.43% | 80 |
|
2014
Q4 | $2.43M | Sell |
33,794
-9,700
| -22% | -$697K | 0.24% | 117 |
|
2014
Q3 | $2.68M | Buy |
43,494
+6,600
| +18% | +$406K | 0.28% | 115 |
|
2014
Q2 | $2.32M | Hold |
36,894
| – | – | 0.22% | 130 |
|
2014
Q1 | $2.14M | Sell |
36,894
-1,400
| -4% | -$81.2K | 0.22% | 132 |
|
2013
Q4 | $1.99M | Buy |
38,294
+3,200
| +9% | +$166K | 0.2% | 131 |
|
2013
Q3 | $1.88K | Buy |
35,094
+4,100
| +13% | +$220 | 0.09% | 127 |
|
2013
Q2 | $1.8M | Buy |
+30,994
| New | +$1.8M | 0.22% | 129 |
|