Kestra Private Wealth Services’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
6,972
-1,893
| -21% | -$128K | 0.01% | 1059 |
|
|
2025
Q1 | $635K | Buy |
+8,865
| New | +$635K | 0.01% | 853 |
|
|
2024
Q2 | – | Sell |
-5,155
| Closed | -$329K | – | 1363 |
|
|
2024
Q1 | $329K | Buy |
+5,155
| New | +$329K | 0.01% | 975 |
|
|
2023
Q4 | – | Sell |
-3,590
| Closed | -$213K | – | 1242 |
|
|
2023
Q3 | $213K | Buy |
+3,590
| New | +$213K | 0.01% | 1008 |
|