Kelly Lawrence W & Associates’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-675
| Closed | -$42.6K | – | 183 |
|
|
2024
Q1 | $42.6K | Hold |
675
| – | – | 0.01% | 121 |
|
|
2023
Q4 | $41.3K | Hold |
675
| – | – | 0.01% | 117 |
|
|
2023
Q3 | $39.6K | Buy |
+675
| New | +$39.6K | 0.01% | 118 |
|
|
2017
Q1 | – | Sell |
-2,011
| Closed | -$129K | – | 184 |
|
|
2016
Q4 | $129K | Hold |
2,011
| – | – | 0.03% | 102 |
|
|
2016
Q3 | $129K | Hold |
2,011
| – | – | 0.03% | 103 |
|
|
2016
Q2 | $139K | Hold |
2,011
| – | – | 0.03% | 104 |
|
|
2016
Q1 | $151K | Hold |
2,011
| – | – | 0.04% | 94 |
|
|
2015
Q4 | $164K | Sell |
2,011
-1,900
| -49% | -$155K | 0.04% | 93 |
|
|
2015
Q3 | $294K | Hold |
3,911
| – | – | 0.07% | 76 |
|
|
2015
Q2 | $274K | Hold |
3,911
| – | – | 0.05% | 82 |
|
|
2015
Q1 | $305K | Hold |
3,911
| – | – | 0.07% | 72 |
|
|
2014
Q4 | $281K | Buy |
+3,911
| New | +$281K | 0.06% | 77 |
|