NWM
Nicola Wealth Management’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
34,943
+1,415
| +4% | +$95.5K | 0.22% | 73 |
|
|
2025
Q1 | $2.4M | Buy |
33,528
+8,330
| +33% | +$596K | 0.23% | 73 |
|
|
2024
Q4 | $2.6M | Buy |
25,198
+9,370
| +59% | +$967K | 0.25% | 74 |
|
|
2024
Q3 | $1.59M | Sell |
15,828
-5,500
| -26% | -$554K | 0.13% | 98 |
|
|
2024
Q2 | $2.02M | Buy |
21,328
+1,800
| +9% | +$171K | 0.18% | 83 |
|
|
2024
Q1 | $1.67M | Buy |
19,528
+4,400
| +29% | +$376K | 0.16% | 91 |
|
|
2023
Q4 | $1.22M | Sell |
15,128
-14,900
| -50% | -$1.21M | 0.13% | 105 |
|
|
2023
Q3 | $2.38M | Sell |
30,028
-10,600
| -26% | -$841K | 0.26% | 82 |
|
|
2023
Q2 | $2.68M | Buy |
40,628
+7,428
| +22% | +$490K | 0.26% | 78 |
|
|
2023
Q1 | $1.99M | Buy |
+33,200
| New | +$1.99M | 0.2% | 91 |
|
|
2022
Q4 | – | Sell |
-36,258
| Closed | -$2.44M | – | 119 |
|
|
2022
Q3 | $2.44M | Sell |
36,258
-2,500
| -6% | -$168K | 0.27% | 84 |
|
|
2022
Q2 | $2.8M | Buy |
+38,758
| New | +$2.8M | 0.27% | 87 |
|