FDx Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,284
| Closed | -$207K | – | 862 |
|
2021
Q4 | $207K | Buy |
+2,284
| New | +$207K | 0.01% | 824 |
|
2020
Q3 | – | Sell |
-6,937
| Closed | -$408K | – | 629 |
|
2020
Q2 | $408K | Buy |
+6,937
| New | +$408K | 0.02% | 377 |
|
2019
Q3 | – | Sell |
-2,744
| Closed | -$208K | – | 674 |
|
2019
Q2 | $208K | Sell |
2,744
-368
| -12% | -$27.9K | 0.01% | 760 |
|
2019
Q1 | $234K | Buy |
+3,112
| New | +$234K | 0.01% | 683 |
|
2018
Q2 | – | Sell |
-8,614
| Closed | -$531K | – | 917 |
|
2018
Q1 | $531K | Buy |
+8,614
| New | +$531K | 0.02% | 725 |
|
2016
Q4 | – | Sell |
-5,565
| Closed | -$358K | – | 1135 |
|
2016
Q3 | $358K | Buy |
+5,565
| New | +$358K | 0.01% | 724 |
|
2016
Q2 | – | Sell |
-2,937
| Closed | -$220K | – | 897 |
|
2016
Q1 | $220K | Sell |
2,937
-52
| -2% | -$3.9K | 0.01% | 824 |
|
2015
Q4 | $244K | Buy |
+2,989
| New | +$244K | 0.01% | 776 |
|
2015
Q2 | – | Sell |
-5,000
| Closed | -$387K | – | 986 |
|
2015
Q1 | $387K | Buy |
5,000
+124
| +3% | +$9.6K | 0.01% | 1089 |
|
2014
Q4 | $350K | Buy |
+4,876
| New | +$350K | 0.02% | 670 |
|
2014
Q2 | – | Sell |
-5,657
| Closed | -$328K | – | 980 |
|
2014
Q1 | $328K | Buy |
+5,657
| New | +$328K | 0.03% | 579 |
|