First Personal Financial Services’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-125
| Closed | -$7.38K | – | 415 |
|
|
2022
Q4 | $7.38K | Hold |
125
| – | – | ﹤0.01% | 347 |
|
|
2022
Q3 | $8K | Hold |
125
| – | – | ﹤0.01% | 350 |
|
|
2022
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 286 |
|
|
2022
Q1 | $11K | Hold |
125
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $11K | Hold |
125
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $10K | Sell |
125
-125
| -50% | -$10.3K | ﹤0.01% | 287 |
|
|
2021
Q2 | $19K | Sell |
250
-250
| -50% | -$18.9K | ﹤0.01% | 255 |
|
|
2021
Q1 | $36K | Hold |
500
| – | – | 0.01% | 209 |
|
|
2020
Q4 | $30K | Hold |
500
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $26K | Hold |
500
| – | – | 0.01% | 220 |
|
|
2020
Q2 | $29K | Hold |
500
| – | – | 0.01% | 215 |
|
|
2020
Q1 | $31K | Sell |
500
-19
| -4% | -$1.47K | 0.01% | 208 |
|
|
2019
Q4 | $42K | Sell |
519
-1,866
| -78% | -$159K | 0.01% | 209 |
|
|
2019
Q3 | $206K | Buy |
+2,385
| New | +$195K | 0.06% | 130 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 170 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 166 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 162 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 177 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 179 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 245 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 287 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 295 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 249 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 246 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 223 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 158 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 325 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 198 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 191 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 190 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 188 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 181 |
|
Other funds holding EQR
AAMU
RC