Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Hold |
11,760
| – | – | 0.06% | 303 |
|
|
2025
Q1 | $842K | Sell |
11,760
-748
| -6% | -$53.5K | 0.08% | 285 |
|
|
2024
Q4 | $898K | Sell |
12,508
-1,267
| -9% | -$90.9K | 0.07% | 297 |
|
|
2024
Q3 | $1.03M | Sell |
13,775
-363
| -3% | -$27K | 0.07% | 287 |
|
|
2024
Q2 | $980K | Buy |
14,138
+4,671
| +49% | +$324K | 0.09% | 237 |
|
|
2024
Q1 | $597K | Sell |
9,467
-6,254
| -40% | -$395K | 0.07% | 302 |
|
|
2023
Q4 | $961K | Buy |
+15,721
| New | +$961K | 0.11% | 202 |
|