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LWM
Liberty Wealth Management’s
Equity Residential
EQR
Stock Holding History
Liberty Wealth Management’s Portfolio
EQR Stock Details
EQR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-637
Closed
-$52K
–
447
2021
Q3
$52K
Buy
637
+5
+0.8%
+$413
0.02%
414
2021
Q2
$49K
Buy
632
+5
+0.8%
+$378
0.02%
318
2021
Q1
$38K
Hold
627
–
–
0.02%
334
2020
Q4
$38K
Buy
627
+13
+2%
+$735
0.02%
331
2020
Q3
$32K
Buy
614
+6
+1%
+$332
0.02%
316
2020
Q2
$36K
Buy
608
+6
+1%
+$372
0.03%
269
2020
Q1
$37K
Buy
602
+5
+0.8%
+$386
0.03%
250
2019
Q4
$48K
Buy
597
+4
+0.7%
+$340
0.04%
255
2019
Q3
$51K
Buy
593
+4
+0.7%
+$327
0.05%
226
2019
Q2
$45K
Buy
589
+4
+0.7%
+$306
0.04%
262
2019
Q1
$44K
Buy
585
+5
+0.9%
+$360
0.03%
214
2018
Q4
$38K
Buy
+580
New
+$38.9K
0.03%
217
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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