Evolution Wealth Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-78
| Closed | -$6K | – | 307 |
|
|
2021
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 476 |
|
|
2021
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 475 |
|
|
2021
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 500 |
|
|
2020
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 443 |
|
|
2020
Q1 | – | Sell |
-64
| Closed | -$5K | – | 413 |
|
|
2019
Q4 | $5K | Buy |
64
+1
| +2% | +$78 | ﹤0.01% | 397 |
|
|
2019
Q3 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 271 |
|