Impact Partnership 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
Q2 | $429K | Buy |
+6,361
| New | +$429K | 0.08% | 163 |
|
|
2024
Q2 | – | Sell |
-8,424
| Closed | -$532K | – | 357 |
|
|
2024
Q1 | $532K | Buy |
8,424
+8,063
| +2,234% | +$509K | 0.21% | 67 |
|
|
2023
Q4 | $22.1K | Sell |
361
-6,416
| -95% | -$392K | 0.01% | 407 |
|
|
2023
Q3 | $398K | Sell |
6,777
-2,525
| -27% | -$148K | 0.12% | 88 |
|
|
2023
Q2 | $614K | Buy |
+9,302
| New | +$614K | 0.21% | 45 |
|