Mount Yale Investment Advisors’s Equity Residential EQR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$482K Buy
2025
Q2
$22.2K Buy
2018
Q4
Sell
2018
Q3
$125K Sell
2018
Q2
$392K Buy
2018
Q1
$277K Buy