IHT 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 | – | Sell |
-3,021
| Closed | -$216K | – | 1167 |
|
|
2025
Q1 | $216K | Buy |
+3,021
| New | +$216K | 0.01% | 996 |
|
|
2024
Q4 | – | Sell |
-6,973
| Closed | -$518K | – | 1114 |
|
|
2024
Q3 | $518K | Buy |
6,973
+2,144
| +44% | +$159K | 0.01% | 712 |
|
|
2024
Q2 | $335K | Sell |
4,829
-617
| -11% | -$42.8K | 0.01% | 761 |
|
|
2024
Q1 | $344K | Buy |
+5,446
| New | +$344K | 0.01% | 755 |
|
|
2018
Q2 | – | Sell |
-287
| Closed | -$18K | – | 698 |
|
|
2018
Q1 | $18K | Hold |
287
| – | – | ﹤0.01% | 1013 |
|
|
2017
Q4 | $18K | Hold |
287
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q3 | $19K | Sell |
287
-1,182
| -80% | -$78.3K | 0.01% | 790 |
|
|
2017
Q2 | $5 | Hold |
1,469
| – | – | ﹤0.01% | 1097 |
|
|
2017
Q1 | $93K | Sell |
1,469
-103
| -7% | -$6.52K | 0.06% | 289 |
|
|
2016
Q4 | $100K | Buy |
+1,572
| New | +$100K | 0.08% | 266 |
|