Edgestream Partners’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,781
| Closed | -$2.66M | – | 918 |
|
|
2024
Q3 | $2.66M | Buy |
35,781
+7,793
| +28% | +$580K | 0.12% | 316 |
|
|
2024
Q2 | $1.94M | Buy |
+27,988
| New | +$1.94M | 0.09% | 345 |
|
|
2024
Q1 | – | Sell |
-62,446
| Closed | -$3.82M | – | 870 |
|
|
2023
Q4 | $3.82M | Buy |
+62,446
| New | +$3.82M | 0.27% | 74 |
|
|
2023
Q3 | – | Sell |
-11,238
| Closed | -$741K | – | 854 |
|
|
2023
Q2 | $741K | Buy |
+11,238
| New | +$741K | 0.07% | 431 |
|
|
2023
Q1 | – | Sell |
-4,225
| Closed | -$249K | – | 580 |
|
|
2022
Q4 | $249K | Buy |
+4,225
| New | +$249K | 0.03% | 458 |
|
|
2021
Q3 | – | Sell |
-6,689
| Closed | -$515K | – | 519 |
|
|
2021
Q2 | $515K | Buy |
+6,689
| New | +$515K | 0.03% | 352 |
|
|
2020
Q4 | – | Sell |
-33,323
| Closed | -$1.71M | – | 374 |
|
|
2020
Q3 | $1.71M | Sell |
33,323
-13,968
| -30% | -$717K | 0.11% | 195 |
|
|
2020
Q2 | $2.78M | Buy |
47,291
+29,436
| +165% | +$1.73M | 0.15% | 169 |
|
|
2020
Q1 | $1.1M | Buy |
17,855
+4,918
| +38% | +$304K | 0.1% | 194 |
|
|
2019
Q4 | $1.05M | Buy |
+12,937
| New | +$1.05M | 0.05% | 227 |
|