Napa 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
2024 Q4	–	Sell	-3,995	Closed	-$297K	–	187
2024 Q3	$297K	Buy	3,995 +793	+25%	+$59K	0.14%	136
2024 Q2	$222K	Buy	+3,202	New	+$222K	0.15%	102