OneDigital Investment Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,235
| Closed | -$213K | – | 1007 |
|
|
2023
Q2 | $213K | Buy |
+3,235
| New | +$213K | ﹤0.01% | 937 |
|
|
2019
Q3 | – | Sell |
-57
| Closed | -$4K | – | 693 |
|
|
2019
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q1 | $4K | Buy |
57
+1
| +2% | +$70 | ﹤0.01% | 1007 |
|
|
2018
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 969 |
|
|
2018
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 944 |
|
|
2018
Q2 | $4K | Buy |
56
+1
| +2% | +$71 | ﹤0.01% | 1193 |
|
|
2018
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q4 | $3K | Buy |
55
+1
| +2% | +$55 | ﹤0.01% | 1134 |
|
|
2017
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 914 |
|
|
2017
Q2 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 1083 |
|