Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-637
| Closed | -$52K | – | 447 |
|
|
2021
Q3 | $52K | Buy |
637
+5
| +0.8% | +$408 | 0.02% | 414 |
|
|
2021
Q2 | $49K | Buy |
632
+5
| +0.8% | +$388 | 0.02% | 318 |
|
|
2021
Q1 | $38K | Hold |
627
| – | – | 0.02% | 334 |
|
|
2020
Q4 | $38K | Buy |
627
+13
| +2% | +$788 | 0.02% | 331 |
|
|
2020
Q3 | $32K | Buy |
614
+6
| +1% | +$313 | 0.02% | 316 |
|
|
2020
Q2 | $36K | Buy |
608
+6
| +1% | +$355 | 0.03% | 269 |
|
|
2020
Q1 | $37K | Buy |
602
+5
| +0.8% | +$307 | 0.03% | 250 |
|
|
2019
Q4 | $48K | Buy |
597
+4
| +0.7% | +$322 | 0.04% | 255 |
|
|
2019
Q3 | $51K | Buy |
593
+4
| +0.7% | +$344 | 0.05% | 226 |
|
|
2019
Q2 | $45K | Buy |
589
+4
| +0.7% | +$306 | 0.04% | 262 |
|
|
2019
Q1 | $44K | Buy |
585
+5
| +0.9% | +$376 | 0.03% | 214 |
|
|
2018
Q4 | $38K | Buy |
+580
| New | +$38K | 0.03% | 217 |
|