Independent Order of Foresters’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-64,615
| Closed | -$3.98M | – | 45 |
|
|
2018
Q1 | $3.98M | Hold |
64,615
| – | – | 3.68% | 5 |
|
|
2017
Q4 | $4.12M | Sell |
64,615
-2,761
| -4% | -$176K | 3.65% | 6 |
|
|
2017
Q3 | $4.44M | Hold |
67,376
| – | – | 3.67% | 5 |
|
|
2017
Q2 | $4.44M | Sell |
67,376
-5,000
| -7% | -$329K | 3.68% | 4 |
|
|
2017
Q1 | $4.5M | Hold |
72,376
| – | – | 3.85% | 4 |
|
|
2016
Q4 | $4.66M | Sell |
72,376
-1,000
| -1% | -$64.4K | 3.92% | 4 |
|
|
2016
Q3 | $4.72M | Sell |
73,376
-8,300
| -10% | -$534K | 3.87% | 6 |
|
|
2016
Q2 | $5.63M | Hold |
81,676
| – | – | 4.16% | 5 |
|
|
2016
Q1 | $6.13M | Buy |
81,676
+6,000
| +8% | +$450K | 4.64% | 5 |
|
|
2015
Q4 | $6.17M | Hold |
75,676
| – | – | 4.86% | 5 |
|
|
2015
Q3 | $5.69M | Buy |
75,676
+11,600
| +18% | +$871K | 4.85% | 3 |
|
|
2015
Q2 | $4.49M | Buy |
64,076
+10,300
| +19% | +$722K | 4.27% | 5 |
|
|
2015
Q1 | $4.19M | Hold |
53,776
| – | – | 3.91% | 5 |
|
|
2014
Q4 | $3.86M | Buy |
53,776
+4,500
| +9% | +$323K | 4% | 4 |
|
|
2014
Q3 | $3.03M | Buy |
49,276
+18,100
| +58% | +$1.11M | 3.04% | 7 |
|
|
2014
Q2 | $1.96M | Hold |
31,176
| – | – | 1.77% | 13 |
|
|
2014
Q1 | $1.81M | Hold |
31,176
| – | – | 1.67% | 14 |
|
|
2013
Q4 | $1.62M | Hold |
31,176
| – | – | 1.6% | 14 |
|
|
2013
Q3 | $1.67M | Hold |
31,176
| – | – | 1.64% | 12 |
|
|
2013
Q2 | $1.81M | Buy |
+31,176
| New | +$1.81M | 1.82% | 10 |
|