Integrated Wealth Concepts’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,336	Closed	-$431K	–	1616
2023 Q3	$431K	Sell	7,336 -445	-6%	-$26.1K	0.01%	1044
2023 Q2	$513K	Buy	+7,781	New	+$513K	0.01%	975
2022 Q3	–	Sell	-3,114	Closed	-$225K	–	966
2022 Q2	$225K	Buy	+3,114	New	+$225K	0.01%	852