Focus Partners Wealth’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
9,575
+916
| +11% | +$61.8K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $620K | Sell |
8,659
-821
| -9% | -$58.8K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $680K | Buy |
9,480
+6,585
| +227% | +$473K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $216K | Sell |
2,895
-2,203
| -43% | -$164K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $353K | Buy |
+5,098
| New | +$353K | ﹤0.01% | 1024 |
|