Evoke Wealth’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 | – | Sell |
-3,045
| Closed | -$220K | – | 592 |
|
|
2025
Q1 | $220K | Sell |
3,045
-12
| -0.4% | -$867 | 0.01% | 406 |
|
|
2024
Q4 | $219K | Buy |
3,057
+50
| +2% | +$3.59K | 0.01% | 401 |
|
|
2024
Q3 | $226K | Buy |
+3,007
| New | +$226K | 0.01% | 377 |
|
|
2024
Q2 | – | Sell |
-3,257
| Closed | -$208K | – | 192 |
|
|
2024
Q1 | $208K | Buy |
+3,257
| New | +$208K | 0.01% | 374 |
|
|
2023
Q4 | – | Sell |
-6,158
| Closed | -$362K | – | 175 |
|
|
2023
Q3 | $362K | Buy |
+6,158
| New | +$362K | 0.01% | 273 |
|
|
2022
Q4 | – | Sell |
-75
| Closed | -$5K | – | 622 |
|
|
2022
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 874 |
|
|
2022
Q2 | $5K | Buy |
75
+53
| +241% | +$3.53K | ﹤0.01% | 883 |
|
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1035 |
|
|
2021
Q4 | $2K | Buy |
22
+6
| +38% | +$545 | ﹤0.01% | 1037 |
|
|
2021
Q3 | $1K | Sell |
16
-1
| -6% | -$63 | ﹤0.01% | 1068 |
|
|
2021
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1106 |
|
|
2021
Q1 | $1K | Buy |
17
+1
| +6% | +$59 | ﹤0.01% | 1099 |
|
|
2020
Q4 | $1K | Sell |
16
-3
| -16% | -$188 | ﹤0.01% | 952 |
|
|
2020
Q3 | $1K | Sell |
19
-34
| -64% | -$1.79K | ﹤0.01% | 921 |
|
|
2020
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 783 |
|
|
2020
Q1 | $3.31K | Sell |
53
-1,661
| -97% | -$104K | ﹤0.01% | 707 |
|
|
2019
Q4 | $140K | Sell |
1,714
-181
| -10% | -$14.8K | 0.02% | 279 |
|
|
2019
Q3 | $165K | Buy |
+1,895
| New | +$165K | 0.02% | 292 |
|