LVW Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
18,199
+5,220
| +40% | +$352K | 0.13% | 90 |
|
|
2025
Q1 | $929K | Buy |
12,979
+2,888
| +29% | +$207K | 0.11% | 111 |
|
|
2024
Q4 | $724K | Buy |
10,091
+677
| +7% | +$48.6K | 0.09% | 139 |
|
|
2024
Q3 | $701K | Buy |
9,414
+1,938
| +26% | +$144K | 0.09% | 145 |
|
|
2024
Q2 | $518K | Buy |
7,476
+1,320
| +21% | +$91.5K | 0.08% | 163 |
|
|
2024
Q1 | $389K | Buy |
6,156
+2,486
| +68% | +$157K | 0.07% | 199 |
|
|
2023
Q4 | $224K | Buy |
+3,670
| New | +$224K | 0.04% | 236 |
|