Kore Private Wealth’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $398K | Sell |
5,917
-3,057
| -34% | -$206K | 0.07% | 154 |
|
2022
Q2 | $648K | Sell |
8,974
-209
| -2% | -$15.1K | 0.1% | 135 |
|
2022
Q1 | $826K | Buy |
9,183
+136
| +2% | +$12.2K | 0.1% | 135 |
|
2021
Q4 | $819K | Sell |
9,047
-2,599
| -22% | -$235K | 0.1% | 132 |
|
2021
Q3 | $942K | Buy |
11,646
+449
| +4% | +$36.3K | 0.1% | 155 |
|
2021
Q2 | $862K | Buy |
11,197
+3,833
| +52% | +$295K | 0.1% | 151 |
|
2021
Q1 | $527K | Buy |
7,364
+3,037
| +70% | +$217K | 0.07% | 183 |
|
2020
Q4 | $257K | Buy |
+4,327
| New | +$257K | 0.04% | 265 |
|
2020
Q3 | – | Sell |
-1,558
| Closed | -$91K | – | 512 |
|
2020
Q2 | $91K | Buy |
1,558
+126
| +9% | +$7.36K | 0.02% | 348 |
|
2020
Q1 | $88K | Buy |
1,432
+51
| +4% | +$3.13K | 0.02% | 327 |
|
2019
Q4 | $112K | Buy |
+1,381
| New | +$112K | 0.02% | 343 |
|
2019
Q2 | – | Sell |
-1,758
| Closed | -$133K | – | 407 |
|
2019
Q1 | $133K | Buy |
1,758
+438
| +33% | +$33.1K | 0.03% | 254 |
|
2018
Q4 | $88K | Buy |
+1,320
| New | +$88K | 0.02% | 291 |
|