First Foundation Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,448
| Closed | -$203K | – | 401 |
|
|
2022
Q4 | $203K | Sell |
3,448
-712
| -17% | -$42K | 0.01% | 368 |
|
|
2022
Q3 | $280K | Buy |
4,160
+123
| +3% | +$8.28K | 0.01% | 301 |
|
|
2022
Q2 | $292K | Sell |
4,037
-900
| -18% | -$65.1K | 0.01% | 316 |
|
|
2022
Q1 | $444K | Sell |
4,937
-233
| -5% | -$21K | 0.02% | 275 |
|
|
2021
Q4 | $468K | Sell |
5,170
-300
| -5% | -$27.2K | 0.02% | 276 |
|
|
2021
Q3 | $443K | Sell |
5,470
-78
| -1% | -$6.32K | 0.02% | 291 |
|
|
2021
Q2 | $427K | Buy |
5,548
+73
| +1% | +$5.62K | 0.02% | 308 |
|
|
2021
Q1 | $392K | Sell |
5,475
-1,096
| -17% | -$78.5K | 0.02% | 304 |
|
|
2020
Q4 | $390K | Sell |
6,571
-1,238
| -16% | -$73.5K | 0.02% | 292 |
|
|
2020
Q3 | $401K | Buy |
+7,809
| New | +$401K | 0.02% | 256 |
|