FWA
FSM Wealth Advisors’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,037
| Closed | -$226K | – | 200 |
|
|
2024
Q3 | $226K | Buy |
+3,037
| New | +$226K | 0.06% | 168 |
|
|
2023
Q4 | – | Sell |
-3,429
| Closed | -$201K | – | 156 |
|
|
2023
Q3 | $201K | Sell |
3,429
-136
| -4% | -$7.99K | 0.1% | 143 |
|
|
2023
Q2 | $241K | Buy |
+3,565
| New | +$241K | 0.12% | 133 |
|