Elevation Wealth Partners’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Hold |
1,689
| – | – | 0.05% | 161 |
|
|
2025
Q1 | $121K | Hold |
1,689
| – | – | 0.05% | 146 |
|
|
2024
Q4 | $121K | Hold |
1,689
| – | – | 0.05% | 147 |
|
|
2024
Q3 | $126K | Hold |
1,689
| – | – | 0.05% | 143 |
|
|
2024
Q2 | $117K | Hold |
1,689
| – | – | 0.06% | 142 |
|
|
2024
Q1 | $107K | Buy |
+1,689
| New | +$107K | 0.05% | 153 |
|