Glassman Wealth Services’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-436
| Closed | -$26.7K | – | 725 |
|
|
2023
Q4 | $26.7K | Sell |
436
-346
| -44% | -$21.2K | ﹤0.01% | 621 |
|
|
2023
Q3 | $45.9K | Buy |
782
+44
| +6% | +$2.58K | 0.01% | 442 |
|
|
2023
Q2 | $48.7K | Buy |
738
+44
| +6% | +$2.9K | 0.01% | 416 |
|
|
2023
Q1 | $41.6K | Buy |
694
+204
| +42% | +$12.2K | 0.01% | 447 |
|
|
2022
Q4 | $28.9K | Sell |
490
-119
| -20% | -$7.02K | 0.01% | 563 |
|
|
2022
Q3 | $41K | Buy |
609
+147
| +32% | +$9.9K | 0.01% | 428 |
|
|
2022
Q2 | $33K | Sell |
462
-8
| -2% | -$571 | 0.01% | 485 |
|
|
2022
Q1 | $42K | Buy |
470
+44
| +10% | +$3.93K | 0.01% | 441 |
|
|
2021
Q4 | $39K | Buy |
426
+52
| +14% | +$4.76K | 0.01% | 431 |
|
|
2021
Q3 | $30K | Buy |
374
+22
| +6% | +$1.77K | 0.01% | 473 |
|
|
2021
Q2 | $27K | Buy |
352
+30
| +9% | +$2.3K | 0.01% | 489 |
|
|
2021
Q1 | $23K | Buy |
322
+19
| +6% | +$1.36K | ﹤0.01% | 492 |
|
|
2020
Q4 | $18K | Buy |
303
+238
| +366% | +$14.1K | ﹤0.01% | 556 |
|
|
2020
Q3 | $3K | Sell |
65
-70
| -52% | -$3.23K | ﹤0.01% | 892 |
|
|
2020
Q2 | $8K | Buy |
135
+51
| +61% | +$3.02K | ﹤0.01% | 532 |
|
|
2020
Q1 | $5K | Buy |
84
+56
| +200% | +$3.33K | ﹤0.01% | 514 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 748 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 691 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 712 |
|
|
2019
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 691 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 781 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 702 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 567 |
|
|
2017
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 576 |
|
|
2016
Q4 | – | Sell |
-6
| Closed | – | – | 640 |
|
|
2016
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 503 |
|