L.J. Altfest & Co’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,192
| Closed | -$211K | – | 294 |
|
|
2023
Q2 | $211K | Buy |
+3,192
| New | +$211K | 0.03% | 279 |
|
|
2022
Q3 | – | Sell |
-2,937
| Closed | -$212K | – | 266 |
|
|
2022
Q2 | $212K | Buy |
2,937
+237
| +9% | +$17.1K | 0.04% | 234 |
|
|
2022
Q1 | $243K | Buy |
2,700
+22
| +0.8% | +$1.98K | 0.04% | 230 |
|
|
2021
Q4 | $242K | Sell |
2,678
-18
| -0.7% | -$1.63K | 0.05% | 224 |
|
|
2021
Q3 | $218K | Sell |
2,696
-258
| -9% | -$20.9K | 0.05% | 243 |
|
|
2021
Q2 | $227K | Sell |
2,954
-579
| -16% | -$44.5K | 0.05% | 249 |
|
|
2021
Q1 | $253K | Sell |
3,533
-9,529
| -73% | -$682K | 0.06% | 227 |
|
|
2020
Q4 | $774K | Sell |
13,062
-3,471
| -21% | -$206K | 0.19% | 97 |
|
|
2020
Q3 | $849K | Buy |
16,533
+7,400
| +81% | +$380K | 0.23% | 80 |
|
|
2020
Q2 | $537K | Buy |
+9,133
| New | +$537K | 0.15% | 100 |
|