EverSource Wealth Advisors’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
4,030
+257
| +7% | +$17.3K | 0.01% | 718 |
|
|
2025
Q1 | $270K | Buy |
3,773
+2,840
| +304% | +$203K | 0.01% | 557 |
|
|
2024
Q4 | $67K | Sell |
933
-626
| -40% | -$44.9K | ﹤0.01% | 1058 |
|
|
2024
Q3 | $116K | Buy |
1,559
+347
| +29% | +$25.8K | 0.01% | 742 |
|
|
2024
Q2 | $84.4K | Buy |
1,212
+615
| +103% | +$42.8K | 0.01% | 869 |
|
|
2024
Q1 | $38.4K | Sell |
597
-83
| -12% | -$5.34K | ﹤0.01% | 1086 |
|
|
2023
Q4 | $41.6K | Sell |
680
-193
| -22% | -$11.8K | ﹤0.01% | 969 |
|
|
2023
Q3 | $51.3K | Buy |
873
+9
| +1% | +$529 | 0.01% | 796 |
|
|
2023
Q2 | $57K | Sell |
864
-15
| -2% | -$990 | 0.01% | 792 |
|
|
2023
Q1 | $52.7K | Buy |
879
+194
| +28% | +$11.6K | 0.01% | 777 |
|
|
2022
Q4 | $40.4K | Buy |
685
+275
| +67% | +$16.2K | 0.01% | 837 |
|
|
2022
Q3 | $28K | Buy |
410
+305
| +290% | +$20.8K | 0.01% | 790 |
|
|
2022
Q2 | $8K | Sell |
105
-2
| -2% | -$152 | ﹤0.01% | 1100 |
|
|
2022
Q1 | $10K | Buy |
107
+36
| +51% | +$3.36K | ﹤0.01% | 965 |
|
|
2021
Q4 | $6K | Buy |
+71
| New | +$6K | ﹤0.01% | 1175 |
|