Howe & Rusling’s Equity Residential EQR Stock Holding History

Howe & Rusling’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-33	Closed	-$2K	–	550
2022 Q3	$2K	Sell	33 -1	-3%	-$61	﹤0.01%	855
2022 Q2	$2K	Sell	34 -10	-23%	-$588	﹤0.01%	857
2022 Q1	$4K	Sell	44 -4	-8%	-$364	﹤0.01%	710
2021 Q4	$4K	Hold	48	–	–	﹤0.01%	719
2021 Q3	$4K	Hold	48	–	–	﹤0.01%	695
2021 Q2	$4K	Hold	48	–	–	﹤0.01%	665
2021 Q1	$3K	Hold	48	–	–	﹤0.01%	736
2020 Q4	$3K	Buy	48 +11	+30%	+$688	﹤0.01%	721
2020 Q3	$2K	Hold	37	–	–	﹤0.01%	701
2020 Q2	$2K	Sell	37 -12	-24%	-$649	﹤0.01%	664
2020 Q1	$3K	Sell	49 -3	-6%	-$184	﹤0.01%	567
2019 Q4	$4K	Buy	52 +4	+8%	+$308	﹤0.01%	579
2019 Q3	$4K	Buy	48 +3	+7%	+$250	﹤0.01%	585
2019 Q2	$3K	Sell	45 -9	-17%	-$600	﹤0.01%	599
2019 Q1	$4K	Buy	54 +2	+4%	+$148	﹤0.01%	565
2018 Q4	$3K	Buy	52 +1	+2%	+$58	﹤0.01%	608
2018 Q3	$3K	Buy	51 +6	+13%	+$353	﹤0.01%	669
2018 Q2	$3K	Hold	45	–	–	﹤0.01%	606
2018 Q1	$3K	Buy	45 +12	+36%	+$800	﹤0.01%	696
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	709
2017 Q3	$2K	Buy	33 +2	+6%	+$121	﹤0.01%	744
2017 Q2	$2K	Sell	31 -80	-72%	-$5.16K	﹤0.01%	806
2017 Q1	$7K	Buy	111 +57	+106%	+$3.6K	﹤0.01%	591
2016 Q4	$3K	Buy	54 +6	+13%	+$333	﹤0.01%	779
2016 Q3	$3K	Sell	48 -23	-32%	-$1.44K	﹤0.01%	763
2016 Q2	$5K	Buy	71 +5	+8%	+$352	﹤0.01%	626
2016 Q1	$5K	Sell	66 -178	-73%	-$13.5K	﹤0.01%	660
2015 Q4	$20K	Buy	244 +9	+4%	+$738	﹤0.01%	386
2015 Q3	$18K	Buy	235 +5	+2%	+$383	﹤0.01%	400
2015 Q2	$16K	Buy	230 +168	+271%	+$11.7K	﹤0.01%	444
2015 Q1	$5K	Sell	62 -25	-29%	-$2.02K	﹤0.01%	605
2014 Q4	$6K	Buy	87 +7	+9%	+$483	﹤0.01%	582
2014 Q3	$5K	Sell	80 -5	-6%	-$313	﹤0.01%	596
2014 Q2	$5K	Sell	85 -2	-2%	-$118	﹤0.01%	606
2014 Q1	$5K	Buy	87 +4	+5%	+$230	﹤0.01%	669
2013 Q4	$4K	Hold	83	–	–	﹤0.01%	626
2013 Q3	$5K	Buy	83 +28	+51%	+$1.69K	﹤0.01%	689
2013 Q2	$3K	Buy	+55	New	+$3K	﹤0.01%	763