Evergreen Capital Management’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,153	Closed	-$210K	–	813
2023 Q2	$210K	Buy	+3,153	New	+$197K	0.01%	709
2023 Q1	–	Sell	-51,159	Closed	-$3.05M	–	732
2022 Q4	$3.05M	Buy	51,159 +915	+2%	+$57.3K	0.14%	170
2022 Q3	$3.38M	Sell	50,244 -3,288	-6%	-$243K	0.18%	146
2022 Q2	$3.9M	Buy	53,532 +6,714	+14%	+$533K	0.2%	135
2022 Q1	$4.21M	Buy	46,818 +4,720	+11%	+$417K	0.17%	156
2021 Q4	$3.81M	Buy	42,098 +2,953	+8%	+$254K	0.15%	164
2021 Q3	$3.17M	Buy	39,145 +6,502	+20%	+$537K	0.14%	165
2021 Q2	$2.51M	Buy	32,643 +1,150	+4%	+$86.9K	0.12%	181
2021 Q1	$2.26M	Buy	+31,493	New	+$2.08M	0.12%	184