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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-298	Closed	-$18.2K	–	430
2023 Q4	$18.2K	Hold	298	–	–	﹤0.01%	451
2023 Q3	$17.5K	Hold	298	–	–	﹤0.01%	450
2023 Q2	$19.7K	Hold	298	–	–	﹤0.01%	436
2023 Q1	$17.9K	Hold	298	–	–	﹤0.01%	451
2022 Q4	$17.6K	Hold	298	–	–	﹤0.01%	444
2022 Q3	$20K	Hold	298	–	–	﹤0.01%	396
2022 Q2	$22K	Hold	298	–	–	﹤0.01%	386
2022 Q1	$27K	Hold	298	–	–	﹤0.01%	389
2021 Q4	$27K	Hold	298	–	–	﹤0.01%	448
2021 Q3	$24K	Hold	298	–	–	﹤0.01%	472
2021 Q2	$23K	Hold	298	–	–	﹤0.01%	486
2021 Q1	$21K	Hold	298	–	–	﹤0.01%	491
2020 Q4	$18K	Hold	298	–	–	﹤0.01%	474
2020 Q3	$15K	Hold	298	–	–	﹤0.01%	460
2020 Q2	$18K	Hold	298	–	–	﹤0.01%	422
2020 Q1	$18K	Hold	298	–	–	0.01%	387
2019 Q4	$24K	Hold	298	–	–	0.01%	377
2019 Q3	$26K	Hold	298	–	–	0.01%	356
2019 Q2	$23K	Hold	298	–	–	0.01%	399
2019 Q1	$22K	Hold	298	–	–	0.01%	364
2018 Q4	$20K	Hold	298	–	–	0.01%	378
2018 Q3	$20K	Hold	298	–	–	0.01%	364
2018 Q2	$19K	Hold	298	–	–	0.01%	364
2018 Q1	$18K	Hold	298	–	–	0.01%	397
2017 Q4	$19K	Buy	+298	New	+$19.9K	0.01%	387
2017 Q3	–	Sell	-298	Closed	-$20K	–	678
2017 Q2	$20K	Hold	298	–	–	0.01%	377
2017 Q1	$19K	Hold	298	–	–	0.01%	380
2016 Q4	$19K	Hold	298	–	–	0.01%	382
2016 Q3	$19K	Hold	298	–	–	0.01%	368
2016 Q2	$21K	Hold	298	–	–	0.01%	344
2016 Q1	$22K	Hold	298	–	–	0.01%	286
2015 Q4	$24K	Hold	298	–	–	0.01%	300
2015 Q3	$22K	Hold	298	–	–	0.01%	285
2015 Q2	$21K	Hold	298	–	–	0.01%	303
2015 Q1	$23K	Hold	298	–	–	0.01%	297
2014 Q4	$21K	Hold	298	–	–	0.02%	299
2014 Q3	$18K	Sell	298 -1	-0.3%	-$65	0.01%	333
2014 Q2	$19K	Hold	299	–	–	0.02%	318
2014 Q1	$17K	Hold	299	–	–	0.01%	313
2013 Q4	$15K	Hold	299	–	–	0.01%	340
2013 Q3	$16K	Buy	+299	New	+$16.5K	0.02%	308