Novare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,450
| Closed | -$242K | – | 123 |
|
|
2015
Q2 | $242K | Sell |
3,450
-75
| -2% | -$5.26K | 0.06% | 100 |
|
|
2015
Q1 | $274K | Hold |
3,525
| – | – | 0.07% | 102 |
|
|
2014
Q4 | $253K | Hold |
3,525
| – | – | 0.06% | 107 |
|
|
2014
Q3 | $217K | Sell |
3,525
-2,823
| -44% | -$174K | 0.05% | 116 |
|
|
2014
Q2 | $400K | Buy |
+6,348
| New | +$400K | 0.1% | 99 |
|