Laird Norton Wetherby Wealth Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,901
| Closed | -$229K | – | 939 |
|
|
2023
Q3 | $229K | Sell |
3,901
-549
| -12% | -$35.5K | 0.01% | 776 |
|
|
2023
Q2 | $294K | Buy |
4,450
+525
| +13% | +$32.8K | 0.02% | 723 |
|
|
2023
Q1 | $236K | Buy |
+3,925
| New | +$241K | 0.01% | 773 |
|
|
2022
Q4 | – | Sell |
-4,433
| Closed | -$298K | – | 921 |
|
|
2022
Q3 | $298K | Buy |
4,433
+1,220
| +38% | +$90.2K | 0.02% | 660 |
|
|
2022
Q2 | $232K | Buy |
3,213
+323
| +11% | +$25.6K | 0.02% | 771 |
|
|
2022
Q1 | $260K | Buy |
2,890
+80
| +3% | +$7.06K | 0.01% | 754 |
|
|
2021
Q4 | $254K | Buy |
2,810
+117
| +4% | +$10.1K | 0.01% | 776 |
|
|
2021
Q3 | $218K | Sell |
2,693
-93
| -3% | -$7.68K | 0.01% | 831 |
|
|
2021
Q2 | $215K | Buy |
+2,786
| New | +$211K | 0.01% | 842 |
|
|
2020
Q3 | – | Sell |
-4,284
| Closed | -$252K | – | 732 |
|
|
2020
Q2 | $252K | Sell |
4,284
-1,276
| -23% | -$79.1K | 0.02% | 576 |
|
|
2020
Q1 | $343K | Buy |
5,560
+725
| +15% | +$56K | 0.04% | 408 |
|
|
2019
Q4 | $391K | Buy |
4,835
+331
| +7% | +$28.2K | 0.04% | 464 |
|
|
2019
Q3 | $389K | Buy |
4,504
+157
| +4% | +$12.8K | 0.04% | 470 |
|
|
2019
Q2 | $330K | Buy |
4,347
+80
| +2% | +$6.11K | 0.04% | 503 |
|
|
2019
Q1 | $321K | Buy |
4,267
+128
| +3% | +$9.22K | 0.04% | 489 |
|
|
2018
Q4 | $273K | Buy |
4,139
+97
| +2% | +$6.51K | 0.04% | 493 |
|
|
2018
Q3 | $268K | Buy |
4,042
+75
| +2% | +$4.96K | 0.03% | 530 |
|
|
2018
Q2 | $253K | Buy |
3,967
+198
| +5% | +$12.3K | 0.03% | 518 |
|
|
2018
Q1 | $232K | Sell |
3,769
-733
| -16% | -$43.5K | 0.03% | 557 |
|
|
2017
Q4 | $287K | Buy |
4,502
+311
| +7% | +$20.8K | 0.04% | 484 |
|
|
2017
Q3 | $276K | Buy |
4,191
+141
| +3% | +$9.44K | 0.04% | 482 |
|
|
2017
Q2 | $267K | Buy |
4,050
+261
| +7% | +$17.1K | 0.05% | 461 |
|
|
2017
Q1 | $236K | Buy |
3,789
+487
| +15% | +$30.5K | 0.04% | 483 |
|
|
2016
Q4 | $213K | Sell |
3,302
-282
| -8% | -$17.3K | 0.04% | 488 |
|
|
2016
Q3 | $231K | Buy |
3,584
+413
| +13% | +$27.5K | 0.05% | 455 |
|
|
2016
Q2 | $218K | Sell |
3,171
-460
| -13% | -$31.6K | 0.05% | 441 |
|
|
2016
Q1 | $272K | Sell |
3,631
-29
| -0.8% | -$2.17K | 0.06% | 357 |
|
|
2015
Q4 | $299K | Sell |
3,660
-43
| -1% | -$3.39K | 0.07% | 322 |
|
|
2015
Q3 | $278K | Sell |
3,703
-789
| -18% | -$58K | 0.07% | 328 |
|
|
2015
Q2 | $315K | Buy |
4,492
+118
| +3% | +$8.76K | 0.08% | 310 |
|
|
2015
Q1 | $341K | Buy |
4,374
+173
| +4% | +$13.5K | 0.08% | 291 |
|
|
2014
Q4 | $302K | Buy |
4,201
+63
| +2% | +$4.36K | 0.08% | 304 |
|
|
2014
Q3 | $255K | Sell |
4,138
-12
| -0.3% | -$775 | 0.07% | 332 |
|
|
2014
Q2 | $261K | Sell |
4,150
-352
| -8% | -$21.4K | 0.07% | 331 |
|
|
2014
Q1 | $261K | Buy |
4,502
+345
| +8% | +$19.5K | 0.07% | 321 |
|
|
2013
Q4 | $216K | Sell |
4,157
-416
| -9% | -$21.9K | 0.06% | 383 |
|
|
2013
Q3 | $245K | Sell |
4,573
-52
| -1% | -$2.87K | 0.08% | 323 |
|
|
2013
Q2 | $269K | Buy |
+4,625
| New | +$266K | 0.09% | 262 |
|
Other funds holding EQR
AAMU
