First Personal Financial Services’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	-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%	-$10K	﹤0.01%	287
2021 Q2	$19K	Sell	250 -250	-50%	-$19K	﹤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%	-$1.18K	0.01%	208
2019 Q4	$42K	Sell	519 -1,866	-78%	-$151K	0.01%	209
2019 Q3	$206K	Buy	+2,385	New	+$206K	0.06%	130
2019 Q2	–	Hold	0	–	-$178K	–	170
2019 Q1	–	Hold	0	–	-$165K	–	166
2018 Q4	–	Hold	0	–	-$166K	–	162
2018 Q3	–	Hold	0	–	-$151K	–	177
2018 Q2	–	Hold	0	–	-$146K	–	179
2018 Q1	–	Hold	0	–	-$143K	–	245
2017 Q4	–	Hold	0	–	-$115K	–	287
2017 Q3	–	Hold	0	–	-$149K	–	295
2017 Q2	–	Hold	0	–	-$141K	–	249
2017 Q1	–	Hold	0	–	-$146K	–	246
2016 Q4	–	Hold	0	–	-$193K	–	223
2016 Q3	–	Hold	0	–	-$36K	–	158
2016 Q2	–	Hold	0	–	-$38K	–	325
2016 Q1	–	Hold	0	–	-$41K	–	198
2015 Q4	–	Hold	0	–	-$38K	–	191
2015 Q3	–	Hold	0	–	-$36K	–	190
2015 Q2	–	Hold	0	–	-$39K	–	188
2015 Q1	–	Hold	0	–	–	–	181