Highland Private 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,260
| Closed | -$286K | – | 50 |
|
2022
Q3 | $286K | Buy |
4,260
+62
| +1% | +$4.16K | 0.05% | 137 |
|
2022
Q2 | $303K | Sell |
4,198
-87
| -2% | -$6.28K | 0.05% | 126 |
|
2022
Q1 | $385K | Buy |
4,285
+9
| +0.2% | +$809 | 0.05% | 114 |
|
2021
Q4 | $387K | Buy |
4,276
+61
| +1% | +$5.52K | 0.05% | 112 |
|
2021
Q3 | $341K | Buy |
4,215
+56
| +1% | +$4.53K | 0.05% | 121 |
|
2021
Q2 | $320K | Buy |
4,159
+17
| +0.4% | +$1.31K | 0.05% | 129 |
|
2021
Q1 | $297K | Buy |
+4,142
| New | +$297K | 0.05% | 119 |
|