Horizon Family Wealth’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,228
| Closed | -$734K | – | 75 |
|
|
2024
Q4 | $734K | Buy |
10,228
+95
| +0.9% | +$6.82K | 0.49% | 33 |
|
|
2024
Q3 | $755K | Buy |
10,133
+99
| +1% | +$7.37K | 0.54% | 29 |
|
|
2024
Q2 | $696K | Buy |
10,034
+106
| +1% | +$7.35K | 0.53% | 30 |
|
|
2024
Q1 | $627K | Buy |
9,928
+106
| +1% | +$6.69K | 0.48% | 32 |
|
|
2023
Q4 | $601K | Buy |
9,822
+106
| +1% | +$6.48K | 0.51% | 31 |
|
|
2023
Q3 | $570K | Buy |
9,716
+95
| +1% | +$5.58K | 0.55% | 26 |
|
|
2023
Q2 | $635K | Buy |
9,621
+106
| +1% | +$6.99K | 0.61% | 25 |
|
|
2023
Q1 | $571K | Buy |
9,515
+96
| +1% | +$5.76K | 0.6% | 26 |
|
|
2022
Q4 | $556K | Buy |
9,419
+94
| +1% | +$5.55K | 0.64% | 29 |
|
|
2022
Q3 | $627K | Buy |
9,325
+81
| +0.9% | +$5.45K | 0.77% | 27 |
|
|
2022
Q2 | $668K | Sell |
9,244
-18
| -0.2% | -$1.3K | 0.78% | 27 |
|
|
2022
Q1 | $833K | Buy |
9,262
+18
| +0.2% | +$1.62K | 0.83% | 29 |
|
|
2021
Q4 | $837K | Buy |
+9,244
| New | +$837K | 0.85% | 29 |
|