Financial Gravity Asset Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-275
| Closed | -$17.4K | – | 1768 |
|
|
2024
Q1 | $17.4K | Sell |
275
-270
| -50% | -$17.1K | ﹤0.01% | 574 |
|
|
2023
Q4 | $30.5K | Buy |
545
+87
| +19% | +$4.86K | ﹤0.01% | 636 |
|
|
2023
Q3 | $25K | Buy |
458
+392
| +594% | +$21.4K | ﹤0.01% | 532 |
|
|
2023
Q2 | $14.1K | Buy |
66
+6
| +10% | +$1.28K | 0.04% | 206 |
|
|
2023
Q1 | $6.06K | Buy |
+60
| New | +$6.06K | 0.19% | 121 |
|
|
2020
Q1 | – | Hold |
0
| – | -$81K | – | 1193 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | – | – | 416 |
|
|
2019
Q3 | $0 | Sell |
3
-64
| -96% | – | ﹤0.01% | 1318 |
|
|
2019
Q2 | $5K | Sell |
67
-162
| -71% | -$12.1K | ﹤0.01% | 683 |
|
|
2019
Q1 | $17K | Buy |
+229
| New | +$17K | 0.01% | 465 |
|
|
2018
Q3 | $8K | Sell |
117
-9
| -7% | -$615 | 0.01% | 619 |
|
|
2018
Q2 | $8K | Sell |
126
-1,105
| -90% | -$70.2K | 0.01% | 612 |
|
|
2018
Q1 | $76K | Buy |
+1,231
| New | +$76K | 0.08% | 229 |
|