HHM Wealth Advisors’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 | $27K | Hold |
400
| – | – | ﹤0.01% | 467 |
|
|
2025
Q1 | $28.6K | Sell |
400
-16
| -4% | -$1.15K | ﹤0.01% | 456 |
|
|
2024
Q4 | $29.9K | Buy |
416
+16
| +4% | +$1.15K | ﹤0.01% | 435 |
|
|
2024
Q3 | $29.8K | Sell |
400
-150
| -27% | -$11.2K | ﹤0.01% | 414 |
|
|
2024
Q2 | $38.1K | Buy |
550
+327
| +147% | +$22.7K | 0.01% | 373 |
|
|
2024
Q1 | $14.1K | Hold |
223
| – | – | ﹤0.01% | 470 |
|
|
2023
Q4 | $13.6K | Hold |
223
| – | – | ﹤0.01% | 464 |
|
|
2023
Q3 | $13.1K | Hold |
223
| – | – | ﹤0.01% | 464 |
|
|
2023
Q2 | $14.7K | Hold |
223
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $13.4K | Buy |
223
+30
| +16% | +$1.8K | ﹤0.01% | 474 |
|
|
2022
Q4 | $11.4K | Buy |
193
+24
| +14% | +$1.42K | ﹤0.01% | 435 |
|
|
2022
Q3 | $11K | Buy |
169
+5
| +3% | +$325 | ﹤0.01% | 421 |
|
|
2022
Q2 | $12K | Hold |
164
| – | – | ﹤0.01% | 500 |
|
|
2022
Q1 | $15K | Hold |
164
| – | – | ﹤0.01% | 475 |
|
|
2021
Q4 | $15K | Hold |
164
| – | – | ﹤0.01% | 469 |
|
|
2021
Q3 | $13K | Buy |
+164
| New | +$13K | ﹤0.01% | 462 |
|