Lourd Capital’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,692
| Closed | -$376K | – | 179 |
|
|
2018
Q4 | $376K | Buy |
5,692
+228
| +4% | +$15.1K | 0.03% | 155 |
|
|
2018
Q3 | $362K | Buy |
+5,464
| New | +$362K | 0.02% | 183 |
|
|
2018
Q1 | – | Sell |
-11,773
| Closed | -$751K | – | 183 |
|
|
2017
Q4 | $751K | Buy |
+11,773
| New | +$751K | 0.05% | 100 |
|