Lee Financial’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-47
| Closed | -$2.82K | – | 802 |
|
|
2023
Q1 | $2.82K | Buy |
+47
| New | +$2.82K | ﹤0.01% | 606 |
|
|
2022
Q1 | – | Sell |
-70
| Closed | -$6K | – | 820 |
|
|
2021
Q4 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 574 |
|
|
2020
Q3 | – | Sell |
-60
| Closed | -$4K | – | 539 |
|
|
2020
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 447 |
|
|
2020
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 413 |
|
|
2019
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 421 |
|
|
2019
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 428 |
|
|
2019
Q1 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 414 |
|
|
2018
Q3 | – | Sell |
-88
| Closed | -$6K | – | 538 |
|
|
2018
Q2 | $6K | Hold |
88
| – | – | ﹤0.01% | 591 |
|
|
2018
Q1 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 614 |
|