MWM
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Mission Wealth Management’s Equity Residential EQR Stock Holding History

Mission Wealth Management’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$301K Sell
4,465
-10
-0.2% -$675 0.01% 554
2025
Q1 		$320K Hold
4,475
– – 0.01% 518
2024
Q4 		$321K Buy
+4,475
New +$321K 0.01% 516