Legacy Financial Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-512
| Closed | -$39K | – | 356 |
|
|
2019
Q1 | $39K | Buy |
512
+41
| +9% | +$3.12K | 0.01% | 313 |
|
|
2018
Q4 | $31K | Buy |
471
+89
| +23% | +$5.86K | 0.01% | 325 |
|
|
2018
Q3 | $25K | Buy |
382
+34
| +10% | +$2.23K | 0.01% | 339 |
|
|
2018
Q2 | $22K | Buy |
348
+111
| +47% | +$7.02K | 0.01% | 359 |
|
|
2018
Q1 | $14K | Hold |
237
| – | – | 0.01% | 412 |
|
|
2017
Q4 | $15K | Buy |
+237
| New | +$15K | 0.01% | 407 |
|