Geneos Wealth Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-69
| Closed | -$4.78K | – | 2573 |
|
|
2024
Q2 | $4.78K | Hold |
69
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q1 | $4.36K | Hold |
69
| – | – | ﹤0.01% | 1737 |
|
|
2023
Q4 | $4.22K | Hold |
69
| – | – | ﹤0.01% | 1766 |
|
|
2023
Q3 | $4.05K | Hold |
69
| – | – | ﹤0.01% | 1802 |
|
|
2023
Q2 | $4.55K | Hold |
69
| – | – | ﹤0.01% | 1762 |
|
|
2023
Q1 | $4.14K | Hold |
69
| – | – | ﹤0.01% | 1774 |
|
|
2022
Q4 | $4.07K | Hold |
69
| – | – | ﹤0.01% | 1749 |
|
|
2022
Q3 | $4K | Sell |
69
-156
| -69% | -$9.04K | ﹤0.01% | 1730 |
|
|
2022
Q2 | $16K | Sell |
225
-400
| -64% | -$28.4K | ﹤0.01% | 1774 |
|
|
2022
Q1 | $56K | Sell |
625
-50
| -7% | -$4.48K | ﹤0.01% | 1332 |
|
|
2021
Q4 | $61K | Buy |
675
+400
| +145% | +$36.1K | ﹤0.01% | 1384 |
|
|
2021
Q3 | $22K | Hold |
275
| – | – | ﹤0.01% | 1872 |
|
|
2021
Q2 | $21K | Hold |
275
| – | – | ﹤0.01% | 1892 |
|
|
2021
Q1 | $20K | Hold |
275
| – | – | ﹤0.01% | 2080 |
|
|
2020
Q4 | $19K | Hold |
275
| – | – | ﹤0.01% | 1936 |
|
|
2020
Q3 | $14K | Buy |
275
+50
| +22% | +$2.55K | ﹤0.01% | 1819 |
|
|
2020
Q2 | $12K | Hold |
225
| – | – | ﹤0.01% | 1834 |
|
|
2020
Q1 | $14K | Hold |
225
| – | – | ﹤0.01% | 1648 |
|
|
2019
Q4 | $18K | Hold |
225
| – | – | ﹤0.01% | 1728 |
|
|
2019
Q3 | $19K | Hold |
225
| – | – | ﹤0.01% | 1625 |
|
|
2019
Q2 | $17K | Hold |
225
| – | – | ﹤0.01% | 1704 |
|
|
2019
Q1 | $16K | Hold |
225
| – | – | ﹤0.01% | 1663 |
|
|
2018
Q4 | $14K | Sell |
225
-74
| -25% | -$4.6K | ﹤0.01% | 1656 |
|
|
2018
Q3 | $19K | Sell |
299
-11
| -4% | -$699 | ﹤0.01% | 1584 |
|
|
2018
Q2 | $19K | Hold |
310
| – | – | ﹤0.01% | 1462 |
|
|
2018
Q1 | $19K | Sell |
310
-62,230
| -100% | -$3.81M | ﹤0.01% | 1408 |
|
|
2017
Q4 | $3.99M | Buy |
62,540
+2,811
| +5% | +$179K | 0.36% | 82 |
|
|
2017
Q3 | $3.94M | Sell |
59,729
-2,650
| -4% | -$175K | 0.39% | 73 |
|
|
2017
Q2 | $4.12M | Buy |
62,379
+9,976
| +19% | +$660K | 0.42% | 65 |
|
|
2017
Q1 | $3.28M | Buy |
52,403
+52,247
| +33,492% | +$3.27M | 0.34% | 80 |
|
|
2016
Q4 | $10K | Hold |
156
| – | – | ﹤0.01% | 1424 |
|
|
2016
Q3 | $10K | Hold |
156
| – | – | ﹤0.01% | 1361 |
|
|
2016
Q2 | $10K | Hold |
156
| – | – | ﹤0.01% | 1320 |
|
|
2016
Q1 | $11K | Buy |
+156
| New | +$11K | ﹤0.01% | 1273 |
|