Optimum Investment Advisors’s Equity Residential EQR Stock Holding History

Optimum Investment Advisors’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$135K	Hold	2,000	–	–	0.06%	214
2025 Q1	$143K	Hold	2,000	–	–	0.07%	202
2024 Q4	$144K	Hold	2,000	–	–	0.06%	212
2024 Q3	$149K	Hold	2,000	–	–	0.06%	220
2024 Q2	$139K	Hold	2,000	–	–	0.06%	219
2024 Q1	$126K	Hold	2,000	–	–	0.06%	244
2023 Q4	$122K	Hold	2,000	–	–	0.06%	234
2023 Q3	$117K	Hold	2,000	–	–	0.06%	243
2023 Q2	$132K	Hold	2,000	–	–	0.06%	237
2023 Q1	$120K	Hold	2,000	–	–	0.06%	239
2022 Q4	$118K	Hold	2,000	–	–	0.06%	245
2022 Q3	$134K	Hold	2,000	–	–	0.07%	230
2022 Q2	$144K	Hold	2,000	–	–	0.07%	232
2022 Q1	$180K	Hold	2,000	–	–	0.08%	224
2021 Q4	$181K	Hold	2,000	–	–	0.07%	246
2021 Q3	$162K	Hold	2,000	–	–	0.07%	257
2021 Q2	$154K	Sell	2,000 -800	-29%	-$61.6K	0.05%	309
2021 Q1	$201K	Hold	2,800	–	–	0.06%	260
2020 Q4	$166K	Hold	2,800	–	–	0.05%	268
2020 Q3	$144K	Hold	2,800	–	–	0.05%	273
2020 Q2	$165K	Hold	2,800	–	–	0.06%	257
2020 Q1	$173K	Hold	2,800	–	–	0.07%	239
2019 Q4	$227K	Hold	2,800	–	–	0.07%	255
2019 Q3	$242K	Hold	2,800	–	–	0.08%	239
2019 Q2	$213K	Hold	2,800	–	–	0.07%	256
2019 Q1	$211K	Hold	2,800	–	–	0.07%	268
2018 Q4	$185K	Hold	2,800	–	–	0.06%	269
2018 Q3	$186K	Hold	2,800	–	–	0.05%	314
2018 Q2	$178K	Hold	2,800	–	–	0.05%	309
2018 Q1	$173K	Buy	+2,800	New	+$173K	0.05%	310
2016 Q2	–	Sell	-4,400	Closed	-$330K	–	281
2016 Q1	$330K	Hold	4,400	–	–	0.13%	193
2015 Q4	$359K	Hold	4,400	–	–	0.14%	193
2015 Q3	$331K	Buy	+4,400	New	+$331K	0.13%	191
2015 Q1	$343K	Sell	4,400 -1,200	-21%	-$93.5K	0.11%	200
2014 Q4	$402K	Hold	5,600	–	–	0.13%	174
2014 Q3	$345K	Sell	5,600 -600	-10%	-$37K	0.11%	179
2014 Q2	$391K	Hold	6,200	–	–	0.13%	173
2014 Q1	$360K	Hold	6,200	–	–	0.14%	160
2013 Q4	$322K	Hold	6,200	–	–	0.12%	166
2013 Q3	$332K	Buy	+6,200	New	+$332K	0.14%	161