JPWM
Jamison Private Wealth Management’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
15,016
+87
| +0.6% | +$5.87K | 0.15% | 105 |
|
|
2025
Q1 | $1.07M | Sell |
14,929
-605
| -4% | -$43.3K | 0.16% | 103 |
|
|
2024
Q4 | $1.11M | Buy |
15,534
+15
| +0.1% | +$1.08K | 0.16% | 104 |
|
|
2024
Q3 | $1.16M | Sell |
15,519
-8
| -0.1% | -$596 | 0.18% | 99 |
|
|
2024
Q2 | $1.08M | Buy |
15,527
+434
| +3% | +$30.1K | 0.18% | 96 |
|
|
2024
Q1 | $953K | Sell |
15,093
-244
| -2% | -$15.4K | 0.16% | 101 |
|
|
2023
Q4 | $938K | Sell |
15,337
-1,156
| -7% | -$70.7K | 0.18% | 99 |
|
|
2023
Q3 | $968K | Buy |
+16,493
| New | +$968K | 0.2% | 94 |
|