Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
3,136
-412
| -12% | -$27.8K | ﹤0.01% | 616 |
|
|
2025
Q1 | $254K | Buy |
3,548
+237
| +7% | +$17K | ﹤0.01% | 544 |
|
|
2024
Q4 | $238K | Buy |
3,311
+33
| +1% | +$2.37K | ﹤0.01% | 559 |
|
|
2024
Q3 | $244K | Buy |
3,278
+200
| +6% | +$14.9K | ﹤0.01% | 538 |
|
|
2024
Q2 | $213K | Buy |
+3,078
| New | +$213K | ﹤0.01% | 534 |
|
|
2023
Q3 | – | Sell |
-3,078
| Closed | -$203K | – | 561 |
|
|
2023
Q2 | $203K | Buy |
+3,078
| New | +$203K | ﹤0.01% | 529 |
|