Kingsview Wealth Management’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 | $204K | Buy |
+3,020
| New | +$204K | ﹤0.01% | 1103 |
|
|
2025
Q1 | – | Sell |
-2,802
| Closed | -$201K | – | 1112 |
|
|
2024
Q4 | $201K | Sell |
2,802
-17
| -0.6% | -$1.22K | ﹤0.01% | 1058 |
|
|
2024
Q3 | $210K | Buy |
+2,819
| New | +$210K | ﹤0.01% | 1024 |
|
|
2023
Q3 | – | Sell |
-3,513
| Closed | -$232K | – | 953 |
|
|
2023
Q2 | $232K | Sell |
3,513
-257
| -7% | -$17K | 0.01% | 819 |
|
|
2023
Q1 | $226K | Buy |
3,770
+60
| +2% | +$3.6K | 0.01% | 802 |
|
|
2022
Q4 | $219K | Buy |
+3,710
| New | +$219K | 0.01% | 763 |
|