FWP
Firethorn Wealth Partners’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,794
| Closed | -$200K | – | 180 |
|
|
2025
Q1 | $200K | Sell |
2,794
-304
| -10% | -$21.8K | 0.1% | 164 |
|
|
2024
Q4 | $222K | Buy |
3,098
+16
| +0.5% | +$1.15K | 0.11% | 136 |
|
|
2024
Q3 | $229K | Sell |
3,082
-825
| -21% | -$61.4K | 0.12% | 134 |
|
|
2024
Q2 | $271K | Buy |
3,907
+19
| +0.5% | +$1.32K | 0.15% | 117 |
|
|
2024
Q1 | $245K | Sell |
3,888
-75
| -2% | -$4.73K | 0.14% | 122 |
|
|
2023
Q4 | $242K | Buy |
3,963
+143
| +4% | +$8.75K | 0.16% | 115 |
|
|
2023
Q3 | $224K | Buy |
3,820
+28
| +0.7% | +$1.64K | 0.17% | 104 |
|
|
2023
Q2 | $250K | Hold |
3,792
| – | – | 0.19% | 98 |
|
|
2023
Q1 | $241K | Buy |
3,792
+210
| +6% | +$13.4K | 0.19% | 94 |
|
|
2022
Q4 | $211K | Buy |
3,582
+26
| +0.7% | +$1.53K | 0.18% | 113 |
|
|
2022
Q3 | $239K | Hold |
3,556
| – | – | 0.22% | 97 |
|
|
2022
Q2 | $272K | Buy |
3,556
+27
| +0.8% | +$2.07K | 0.22% | 94 |
|
|
2022
Q1 | $317K | Buy |
3,529
+53
| +2% | +$4.76K | 0.24% | 87 |
|
|
2021
Q4 | $315K | Buy |
+3,476
| New | +$315K | 0.24% | 89 |
|
|
2021
Q2 | $266K | Buy |
3,451
+15
| +0.4% | +$1.16K | 0.22% | 97 |
|
|
2021
Q1 | $246K | Buy |
3,436
+16
| +0.5% | +$1.15K | 0.23% | 99 |
|
|
2020
Q4 | $203K | Buy |
+3,420
| New | +$203K | 0.22% | 95 |
|