Nelson Capital Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,831
| Closed | -$1.64M | – | 91 |
|
|
2022
Q4 | $1.64M | Sell |
27,831
-339
| -1% | -$20K | 0.48% | 55 |
|
|
2022
Q3 | $1.89M | Buy |
28,170
+12,044
| +75% | +$810K | 0.56% | 52 |
|
|
2022
Q2 | $1.17M | Sell |
16,126
-15,982
| -50% | -$1.15M | 0.32% | 63 |
|
|
2022
Q1 | $2.89M | Buy |
32,108
+915
| +3% | +$82.3K | 0.56% | 53 |
|
|
2021
Q4 | $2.82M | Buy |
31,193
+1,494
| +5% | +$135K | 0.52% | 52 |
|
|
2021
Q3 | $2.4M | Buy |
+29,699
| New | +$2.4M | 0.48% | 52 |
|
|
2019
Q4 | – | Sell |
-1,045
| Closed | -$90K | – | 159 |
|
|
2019
Q3 | $90K | Buy |
+1,045
| New | +$90K | 0.02% | 119 |
|
|
2019
Q2 | – | Sell |
-780
| Closed | -$59K | – | 316 |
|
|
2019
Q1 | $59K | Hold |
780
| – | – | 0.01% | 126 |
|
|
2018
Q4 | $51K | Hold |
780
| – | – | 0.01% | 128 |
|
|
2018
Q3 | $52K | Hold |
780
| – | – | 0.01% | 127 |
|
|
2018
Q2 | $50K | Sell |
780
-106
| -12% | -$6.8K | 0.01% | 125 |
|
|
2018
Q1 | $55K | Hold |
886
| – | – | 0.01% | 128 |
|
|
2017
Q4 | $57K | Hold |
886
| – | – | 0.02% | 128 |
|
|
2017
Q3 | $58K | Buy |
886
+106
| +14% | +$6.94K | 0.02% | 119 |
|
|
2017
Q2 | $51K | Hold |
780
| – | – | 0.02% | 127 |
|
|
2017
Q1 | $49K | Hold |
780
| – | – | 0.02% | 128 |
|
|
2016
Q4 | $50K | Hold |
780
| – | – | 0.02% | 123 |
|
|
2016
Q3 | $50K | Buy |
+780
| New | +$50K | 0.02% | 121 |
|