Financial Architects (New Jersey)’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,300
| Closed | -$76K | – | 418 |
|
|
2020
Q2 | $76K | Hold |
1,300
| – | – | 0.02% | 362 |
|
|
2020
Q1 | $80K | Hold |
1,300
| – | – | 0.02% | 323 |
|
|
2019
Q4 | $105K | Hold |
1,300
| – | – | 0.02% | 324 |
|
|
2019
Q3 | $112K | Hold |
1,300
| – | – | 0.03% | 313 |
|
|
2019
Q2 | $99K | Buy |
+1,300
| New | +$99K | 0.02% | 336 |
|
|
2019
Q1 | – | Hold |
0
| – | -$92K | – | 403 |
|
|
2018
Q4 | – | Hold |
0
| – | -$92K | – | 385 |
|
|
2018
Q3 | – | Hold |
0
| – | -$89K | – | 424 |
|
|
2018
Q2 | – | Hold |
0
| – | -$86K | – | 426 |
|
|
2018
Q1 | – | Hold |
0
| – | -$108K | – | 436 |
|
|
2017
Q4 | – | Hold |
0
| – | -$111K | – | 418 |
|
|
2017
Q3 | – | Hold |
0
| – | -$111K | – | 433 |
|
|
2017
Q2 | – | Hold |
0
| – | -$106K | – | 418 |
|
|
2017
Q1 | – | Hold |
0
| – | -$103K | – | 422 |
|
|
2016
Q4 | – | Hold |
0
| – | -$103K | – | 388 |
|
|
2016
Q3 | – | Hold |
0
| – | -$110K | – | 391 |
|
|
2016
Q2 | – | Hold |
0
| – | -$120K | – | 349 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 246 |
|
|
2015
Q3 | – | Hold |
0
| – | -$113K | – | 419 |
|
|
2015
Q2 | – | Hold |
0
| – | -$125K | – | 278 |
|
|
2015
Q1 | – | Hold |
0
| – | -$116K | – | 252 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 229 |
|