HB 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 | $374K | Buy |
5,545
+1,141
| +26% | +$77K | ﹤0.01% | 839 |
|
|
2025
Q1 | $315K | Buy |
4,404
+1,504
| +52% | +$108K | ﹤0.01% | 927 |
|
|
2024
Q4 | $208K | Sell |
2,900
-93
| -3% | -$6.67K | ﹤0.01% | 958 |
|
|
2024
Q3 | $223K | Buy |
+2,993
| New | +$223K | ﹤0.01% | 851 |
|
|
2023
Q4 | – | Sell |
-3,575
| Closed | -$210K | – | 799 |
|
|
2023
Q3 | $210K | Buy |
+3,575
| New | +$210K | ﹤0.01% | 695 |
|