Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7K | Sell |
380
-60
| -14% | -$4.05K | ﹤0.01% | 819 |
|
|
2025
Q1 | $31.5K | Sell |
440
-388
| -47% | -$27.8K | ﹤0.01% | 692 |
|
|
2024
Q4 | $59.4K | Buy |
+828
| New | +$59.4K | 0.01% | 549 |
|
|
2020
Q2 | – | Sell |
-67
| Closed | -$4K | – | 377 |
|
|
2020
Q1 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 771 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$17K | – | 297 |
|
|
2019
Q3 | $17K | Hold |
200
| – | – | 0.01% | 644 |
|
|
2019
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 664 |
|
|
2019
Q1 | $15K | Buy |
+200
| New | +$15K | 0.01% | 682 |
|