JFS Wealth Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-38
| Closed | -$3K | – | 515 |
|
|
2019
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 431 |
|
|
2019
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 431 |
|
|
2019
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 417 |
|
|
2019
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 419 |
|
|
2018
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 408 |
|
|
2018
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 482 |
|
|
2018
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 431 |
|
|
2018
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 477 |
|
|
2017
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 484 |
|
|
2017
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 408 |
|
|
2017
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 387 |
|