Exencial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Sell |
11,466
-1,407
| -11% | -$95K | 0.03% | 314 |
|
|
2025
Q1 | $921K | Sell |
12,873
-258
| -2% | -$18.5K | 0.03% | 289 |
|
|
2024
Q4 | $942K | Sell |
13,131
-338
| -3% | -$24.3K | 0.03% | 284 |
|
|
2024
Q3 | $1M | Sell |
13,469
-1,130
| -8% | -$84.1K | 0.04% | 272 |
|
|
2024
Q2 | $1.01M | Sell |
14,599
-2,099
| -13% | -$146K | 0.04% | 268 |
|
|
2024
Q1 | $1.05M | Sell |
16,698
-2,381
| -12% | -$150K | 0.04% | 268 |
|
|
2023
Q4 | $1.17M | Sell |
19,079
-7,111
| -27% | -$435K | 0.05% | 241 |
|
|
2023
Q3 | $1.54M | Sell |
26,190
-4,350
| -14% | -$255K | 0.07% | 199 |
|
|
2023
Q2 | $2.01M | Sell |
30,540
-1,414
| -4% | -$93.3K | 0.09% | 180 |
|
|
2023
Q1 | $1.92M | Sell |
31,954
-2,895
| -8% | -$174K | 0.1% | 171 |
|
|
2022
Q4 | $2.06M | Sell |
34,849
-2,211
| -6% | -$130K | 0.11% | 172 |
|
|
2022
Q3 | $2.49M | Sell |
37,060
-3,544
| -9% | -$238K | 0.15% | 145 |
|
|
2022
Q2 | $2.93M | Buy |
40,604
+75
| +0.2% | +$5.42K | 0.17% | 144 |
|
|
2022
Q1 | $3.64M | Buy |
40,529
+1,960
| +5% | +$176K | 0.18% | 144 |
|
|
2021
Q4 | $3.49M | Buy |
38,569
+1,121
| +3% | +$101K | 0.17% | 149 |
|
|
2021
Q3 | $3.03M | Buy |
+37,448
| New | +$3.03M | 0.13% | 126 |
|
|
2021
Q2 | – | Sell |
-34,108
| Closed | -$2.44M | – | 451 |
|
|
2021
Q1 | $2.44M | Buy |
+34,108
| New | +$2.44M | 0.14% | 160 |
|