Excalibur Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,013
| Closed | -$203K | – | 159 |
|
|
2022
Q3 | $203K | Hold |
3,013
| – | – | 0.11% | 138 |
|
|
2022
Q2 | $218K | Hold |
3,013
| – | – | 0.11% | 137 |
|
|
2022
Q1 | $271K | Sell |
3,013
-33
| -1% | -$2.97K | 0.12% | 137 |
|
|
2021
Q4 | $276K | Sell |
3,046
-34
| -1% | -$3.08K | 0.11% | 138 |
|
|
2021
Q3 | $249K | Hold |
3,080
| – | – | 0.11% | 138 |
|
|
2021
Q2 | $237K | Sell |
3,080
-50
| -2% | -$3.85K | 0.11% | 145 |
|
|
2021
Q1 | $224K | Buy |
+3,130
| New | +$224K | 0.11% | 141 |
|
|
2020
Q1 | – | Sell |
-3,175
| Closed | -$257K | – | 135 |
|
|
2019
Q4 | $257K | Buy |
+3,175
| New | +$257K | 0.17% | 98 |
|