Dynamic Wealth Strategies’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Sell |
253
-266
| -51% | -$18K | 0.01% | 171 |
|
|
2025
Q1 | $37.2K | Buy |
+519
| New | +$37.2K | 0.03% | 142 |
|
|
2024
Q4 | – | Sell |
-519
| Closed | -$39K | – | 120 |
|
|
2024
Q3 | $39K | Buy |
519
+253
| +95% | +$19K | 0.03% | 139 |
|
|
2024
Q2 | $18K | Hold |
266
| – | – | 0.02% | 164 |
|
|
2024
Q1 | $17K | Sell |
266
-89
| -25% | -$5.69K | 0.01% | 171 |
|
|
2023
Q4 | $21.7K | Buy |
+355
| New | +$21.7K | 0.02% | 159 |
|