KCM Investment Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,185
| Closed | -$203K | – | 527 |
|
|
2017
Q4 | $203K | Hold |
3,185
| – | – | 0.01% | 506 |
|
|
2017
Q3 | $210K | Hold |
3,185
| – | – | 0.01% | 503 |
|
|
2017
Q2 | $210K | Buy |
+3,185
| New | +$210K | 0.01% | 513 |
|
|
2017
Q1 | – | Sell |
-3,185
| Closed | -$205K | – | 543 |
|
|
2016
Q4 | $205K | Sell |
3,185
-400
| -11% | -$25.7K | 0.01% | 512 |
|
|
2016
Q3 | $231K | Hold |
3,585
| – | – | 0.02% | 495 |
|
|
2016
Q2 | $247K | Hold |
3,585
| – | – | 0.02% | 470 |
|
|
2016
Q1 | $269K | Buy |
3,585
+495
| +16% | +$37.1K | 0.02% | 438 |
|
|
2015
Q4 | $252K | Sell |
3,090
-175
| -5% | -$14.3K | 0.02% | 452 |
|
|
2015
Q3 | $245K | Buy |
3,265
+175
| +6% | +$13.1K | 0.02% | 459 |
|
|
2015
Q2 | $217K | Hold |
3,090
| – | – | 0.02% | 499 |
|
|
2015
Q1 | $241K | Hold |
3,090
| – | – | 0.02% | 475 |
|
|
2014
Q4 | $222K | Buy |
+3,090
| New | +$222K | 0.02% | 476 |
|