First Trust Direct Indexing’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $827K | Buy |
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|
2024
Q2 | $768K | Buy |
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|
2024
Q1 | $581K | Buy |
|
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $669K | Sell |
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|
2021
Q4 | $761K | Sell |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $567K | Buy |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $291K | Buy |
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