Loveless 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
Q3 | – | Sell |
-2,750
| Closed | -$212K | – | 130 |
|
|
2021
Q2 | $212K | Sell |
2,750
-900
| -25% | -$69.4K | 0.13% | 124 |
|
|
2021
Q1 | $261K | Hold |
3,650
| – | – | 0.17% | 110 |
|
|
2020
Q4 | $216K | Sell |
3,650
-350
| -9% | -$20.7K | 0.16% | 115 |
|
|
2020
Q3 | $205K | Sell |
4,000
-300
| -7% | -$15.4K | 0.17% | 111 |
|
|
2020
Q2 | $253K | Hold |
4,300
| – | – | 0.24% | 96 |
|
|
2020
Q1 | $265K | Sell |
4,300
-150
| -3% | -$9.24K | 0.31% | 81 |
|
|
2019
Q4 | $360K | Buy |
+4,450
| New | +$360K | 0.31% | 84 |
|