Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-25,388
| Closed | -$1.62M | – | 188 |
|
|
2017
Q4 | $1.62M | Sell |
25,388
-24,337
| -49% | -$1.55M | 0.4% | 60 |
|
|
2017
Q3 | $3.28M | Sell |
49,725
-7,047
| -12% | -$465K | 0.78% | 36 |
|
|
2017
Q2 | $3.74M | Sell |
56,772
-4,086
| -7% | -$269K | 1.04% | 34 |
|
|
2017
Q1 | $3.79M | Buy |
60,858
+1,035
| +2% | +$64.4K | 0.92% | 33 |
|
|
2016
Q4 | $3.85M | Sell |
59,823
-4,096
| -6% | -$264K | 1.05% | 27 |
|
|
2016
Q3 | $4.11M | Sell |
63,919
-1,725
| -3% | -$111K | 0.85% | 42 |
|
|
2016
Q2 | $4.52M | Buy |
+65,644
| New | +$4.52M | 1.27% | 25 |
|