Focused Wealth Management’s Equity Residential EQR Stock Holding History

Focused Wealth Management’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-298	Closed	-$18.2K	–	392
2023 Q4	$18.2K	Hold	298	–	–	﹤0.01%	448
2023 Q3	$17.5K	Hold	298	–	–	﹤0.01%	445
2023 Q2	$19.7K	Hold	298	–	–	﹤0.01%	431
2023 Q1	$17.9K	Hold	298	–	–	﹤0.01%	447
2022 Q4	$17.6K	Hold	298	–	–	﹤0.01%	439
2022 Q3	$20K	Hold	298	–	–	﹤0.01%	392
2022 Q2	$22K	Hold	298	–	–	﹤0.01%	380
2022 Q1	$27K	Hold	298	–	–	﹤0.01%	381
2021 Q4	$27K	Hold	298	–	–	﹤0.01%	436
2021 Q3	$24K	Hold	298	–	–	﹤0.01%	455
2021 Q2	$23K	Hold	298	–	–	﹤0.01%	474
2021 Q1	$21K	Hold	298	–	–	﹤0.01%	476
2020 Q4	$18K	Hold	298	–	–	﹤0.01%	456
2020 Q3	$15K	Hold	298	–	–	﹤0.01%	446
2020 Q2	$18K	Hold	298	–	–	﹤0.01%	411
2020 Q1	$18K	Hold	298	–	–	0.01%	381
2019 Q4	$24K	Hold	298	–	–	0.01%	375
2019 Q3	$26K	Hold	298	–	–	0.01%	354
2019 Q2	$23K	Hold	298	–	–	0.01%	391
2019 Q1	$22K	Hold	298	–	–	0.01%	360
2018 Q4	$20K	Hold	298	–	–	0.01%	370
2018 Q3	$20K	Hold	298	–	–	0.01%	356
2018 Q2	$19K	Hold	298	–	–	0.01%	358
2018 Q1	$18K	Hold	298	–	–	0.01%	391
2017 Q4	$19K	Buy	+298	New	+$19K	0.01%	384
2017 Q3	–	Sell	-298	Closed	-$20K	–	656
2017 Q2	$20K	Hold	298	–	–	0.01%	374
2017 Q1	$19K	Hold	298	–	–	0.01%	377
2016 Q4	$19K	Hold	298	–	–	0.01%	380
2016 Q3	$19K	Hold	298	–	–	0.01%	368
2016 Q2	$21K	Hold	298	–	–	0.01%	343
2016 Q1	$22K	Hold	298	–	–	0.01%	285
2015 Q4	$24K	Hold	298	–	–	0.01%	298
2015 Q3	$22K	Hold	298	–	–	0.01%	281
2015 Q2	$21K	Hold	298	–	–	0.01%	302
2015 Q1	$23K	Hold	298	–	–	0.01%	293
2014 Q4	$21K	Hold	298	–	–	0.01%	297
2014 Q3	$18K	Sell	298 -1	-0.3%	-$60	0.01%	326
2014 Q2	$19K	Hold	299	–	–	0.01%	315
2014 Q1	$17K	Hold	299	–	–	0.01%	309
2013 Q4	$15K	Hold	299	–	–	0.01%	337
2013 Q3	$16K	Buy	+299	New	+$16K	0.02%	304