Evergreen Capital Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,153
| Closed | -$210K | – | 812 |
|
|
2023
Q2 | $210K | Buy |
+3,153
| New | +$210K | 0.01% | 709 |
|
|
2023
Q1 | – | Sell |
-51,159
| Closed | -$3.05M | – | 732 |
|
|
2022
Q4 | $3.05M | Buy |
51,159
+915
| +2% | +$54.6K | 0.14% | 170 |
|
|
2022
Q3 | $3.38M | Sell |
50,244
-3,288
| -6% | -$221K | 0.18% | 146 |
|
|
2022
Q2 | $3.9M | Buy |
53,532
+6,714
| +14% | +$489K | 0.2% | 135 |
|
|
2022
Q1 | $4.21M | Buy |
46,818
+4,720
| +11% | +$424K | 0.17% | 156 |
|
|
2021
Q4 | $3.81M | Buy |
42,098
+2,953
| +8% | +$267K | 0.15% | 164 |
|
|
2021
Q3 | $3.17M | Buy |
39,145
+6,502
| +20% | +$526K | 0.14% | 165 |
|
|
2021
Q2 | $2.51M | Buy |
32,643
+1,150
| +4% | +$88.6K | 0.12% | 181 |
|
|
2021
Q1 | $2.26M | Buy |
+31,493
| New | +$2.26M | 0.12% | 184 |
|