J.W. Coons Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,574
| Closed | -$328K | – | 233 |
|
|
2024
Q4 | $328K | Hold |
4,574
| – | – | 0.08% | 188 |
|
|
2024
Q3 | $341K | Hold |
4,574
| – | – | 0.09% | 186 |
|
|
2024
Q2 | $317K | Hold |
4,574
| – | – | 0.08% | 186 |
|
|
2024
Q1 | $289K | Hold |
4,574
| – | – | 0.07% | 198 |
|
|
2023
Q4 | $280K | Hold |
4,574
| – | – | 0.08% | 197 |
|
|
2023
Q3 | $269K | Hold |
4,574
| – | – | 0.08% | 194 |
|
|
2023
Q2 | $302K | Hold |
4,574
| – | – | 0.08% | 193 |
|
|
2023
Q1 | $274K | Hold |
4,574
| – | – | 0.08% | 199 |
|
|
2022
Q4 | $270K | Hold |
4,574
| – | – | 0.08% | 199 |
|
|
2022
Q3 | $307K | Hold |
4,574
| – | – | 0.12% | 171 |
|
|
2022
Q2 | $330K | Hold |
4,574
| – | – | 0.12% | 175 |
|
|
2022
Q1 | $411K | Hold |
4,574
| – | – | 0.12% | 167 |
|
|
2021
Q4 | $414K | Sell |
4,574
-926
| -17% | -$83.8K | 0.13% | 164 |
|
|
2021
Q3 | $445K | Hold |
5,500
| – | – | 0.15% | 150 |
|
|
2021
Q2 | $424K | Hold |
5,500
| – | – | 0.15% | 151 |
|
|
2021
Q1 | $394K | Hold |
5,500
| – | – | 0.14% | 153 |
|
|
2020
Q4 | $326K | Hold |
5,500
| – | – | 0.12% | 158 |
|
|
2020
Q3 | $283K | Hold |
5,500
| – | – | 0.12% | 156 |
|
|
2020
Q2 | $323K | Hold |
5,500
| – | – | 0.14% | 146 |
|
|
2020
Q1 | $340K | Buy |
+5,500
| New | +$340K | 0.18% | 136 |
|