Ellevest Inc’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,943
| Closed | -$266K | – | 440 |
|
|
2025
Q2 | $266K | Sell |
3,943
-185
| -4% | -$12.7K | 0.04% | 325 |
|
|
2025
Q1 | $295K | Buy |
4,128
+145
| +4% | +$10.2K | 0.02% | 296 |
|
|
2024
Q4 | $286K | Buy |
3,983
+685
| +21% | +$50.3K | 0.02% | 317 |
|
|
2024
Q3 | $246K | Sell |
3,298
-485
| -13% | -$35K | 0.01% | 364 |
|
|
2024
Q2 | $262K | Buy |
+3,783
| New | +$246K | 0.02% | 338 |
|
|
2024
Q1 | – | Sell |
-4,056
| Closed | -$248K | – | 410 |
|
|
2023
Q4 | $248K | Sell |
4,056
-1,671
| -29% | -$96.7K | 0.02% | 331 |
|
|
2023
Q3 | $336K | Sell |
5,727
-829
| -13% | -$53.6K | 0.03% | 241 |
|
|
2023
Q2 | $432K | Buy |
6,556
+1,663
| +34% | +$104K | 0.03% | 190 |
|
|
2023
Q1 | $294K | Buy |
4,893
+941
| +24% | +$57.8K | 0.02% | 245 |
|
|
2022
Q4 | $233K | Sell |
3,952
-1,284
| -25% | -$80.4K | 0.02% | 270 |
|
|
2022
Q3 | $352K | Sell |
5,236
-208
| -4% | -$15.4K | 0.03% | 153 |
|
|
2022
Q2 | $393K | Sell |
5,444
-300
| -5% | -$23.8K | 0.04% | 142 |
|
|
2022
Q1 | $517K | Buy |
5,744
+722
| +14% | +$63.7K | 0.04% | 114 |
|
|
2021
Q4 | $454K | Buy |
5,022
+688
| +16% | +$59.2K | 0.04% | 127 |
|
|
2021
Q3 | $351K | Buy |
4,334
+147
| +4% | +$12.1K | 0.03% | 158 |
|
|
2021
Q2 | $322K | Buy |
4,187
+632
| +18% | +$47.8K | 0.03% | 149 |
|
|
2021
Q1 | $255K | Buy |
3,555
+849
| +31% | +$56.2K | 0.03% | 162 |
|
|
2020
Q4 | $160K | Buy |
2,706
+1,352
| +100% | +$76.4K | 0.02% | 206 |
|
|
2020
Q3 | $70K | Buy |
1,354
+112
| +9% | +$6.2K | 0.01% | 319 |
|
|
2020
Q2 | $73K | Buy |
1,242
+477
| +62% | +$29.6K | 0.02% | 295 |
|
|
2020
Q1 | $47K | Buy |
765
+310
| +68% | +$24K | 0.01% | 239 |
|
|
2019
Q4 | $37K | Buy |
455
+448
| +6,400% | +$38.1K | 0.01% | 261 |
|
|
2019
Q3 | $1K | Buy |
+7
| New | +$573 | ﹤0.01% | 388 |
|
Other funds holding EQR
AAMU
