Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-255
| Closed | -$16K | – | 449 |
|
|
2016
Q3 | $16K | Hold |
255
| – | – | 0.01% | 657 |
|
|
2016
Q2 | $18K | Hold |
255
| – | – | 0.01% | 611 |
|
|
2016
Q1 | $19K | Hold |
255
| – | – | 0.01% | 563 |
|
|
2015
Q4 | $21K | Hold |
255
| – | – | 0.01% | 573 |
|
|
2015
Q3 | $19K | Hold |
255
| – | – | 0.01% | 593 |
|
|
2015
Q2 | $18K | Hold |
255
| – | – | 0.01% | 637 |
|
|
2015
Q1 | $19K | Buy |
+255
| New | +$19K | 0.01% | 581 |
|