One Wealth 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 | $281K | Sell |
4,158
-280
| -6% | -$18.9K | 0.04% | 231 |
|
|
2025
Q1 | $321K | Sell |
4,438
-69
| -2% | -$4.99K | 0.05% | 201 |
|
|
2024
Q4 | $323K | Buy |
+4,507
| New | +$323K | 0.05% | 178 |
|
|
2019
Q2 | – | Sell |
-61
| Closed | -$5K | – | 229 |
|
|
2019
Q1 | $5K | Buy |
+61
| New | +$5K | ﹤0.01% | 364 |
|
|
2018
Q4 | – | Sell |
-79
| Closed | -$5K | – | 220 |
|
|
2018
Q3 | $5K | Hold |
79
| – | – | ﹤0.01% | 390 |
|
|
2018
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 387 |
|
|
2018
Q1 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 360 |
|