Lenox Wealth Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $11K | Sell |
186
-3,242
| -95% | -$192K | ﹤0.01% | 424 |
|
|
2020
Q1 | $213K | Buy |
3,428
+79
| +2% | +$4.91K | 0.07% | 130 |
|
|
2019
Q4 | $273K | Buy |
3,349
+36
| +1% | +$2.94K | 0.08% | 132 |
|
|
2019
Q3 | $287K | Buy |
3,313
+3,142
| +1,837% | +$272K | 0.08% | 117 |
|
|
2019
Q2 | $13K | Hold |
171
| – | – | ﹤0.01% | 398 |
|
|
2019
Q1 | $13K | Sell |
171
-1,654
| -91% | -$126K | ﹤0.01% | 413 |
|
|
2018
Q4 | $19K | Sell |
1,825
-1,325
| -42% | -$13.8K | 0.01% | 298 |
|
|
2018
Q3 | $426K | Buy |
+3,150
| New | +$426K | 0.13% | 107 |
|