Lederer & Associates Investment Counsel’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,802
| Closed | -$293K | – | 88 |
|
|
2021
Q2 | $293K | Sell |
3,802
-248
| -6% | -$19.1K | 0.2% | 82 |
|
|
2021
Q1 | $290K | Sell |
4,050
-72
| -2% | -$5.16K | 0.2% | 81 |
|
|
2020
Q4 | $244K | Buy |
4,122
+173
| +4% | +$10.2K | 0.19% | 84 |
|
|
2020
Q3 | $203K | Buy |
3,949
+126
| +3% | +$6.48K | 0.17% | 84 |
|
|
2020
Q2 | $225K | Buy |
3,823
+11
| +0.3% | +$647 | 0.21% | 76 |
|
|
2020
Q1 | $235K | Buy |
+3,812
| New | +$235K | 0.27% | 69 |
|