Mount Yale Investment 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	$22.2K	Buy	+329	New	+$22.2K	﹤0.01%	1023
2018 Q4	–	Sell	-1,859	Closed	-$125K	–	456
2018 Q3	$125K	Sell	1,859 -4,296	-70%	-$289K	0.02%	374
2018 Q2	$392K	Buy	6,155 +1,656	+37%	+$105K	0.07%	212
2018 Q1	$277K	Buy	+4,499	New	+$277K	0.06%	252