Parsec Financial Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,878
| Closed | -$208K | – | 277 |
|
|
2022
Q2 | $208K | Sell |
2,878
-77
| -3% | -$5.57K | 0.01% | 274 |
|
|
2022
Q1 | $266K | Hold |
2,955
| – | – | 0.01% | 265 |
|
|
2021
Q4 | $267K | Hold |
2,955
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $253K | Hold |
2,955
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $228K | Hold |
2,955
| – | – | 0.01% | 251 |
|
|
2021
Q1 | $212K | Buy |
+2,955
| New | +$212K | 0.01% | 253 |
|
|
2020
Q1 | – | Sell |
-3,261
| Closed | -$264K | – | 242 |
|
|
2019
Q4 | $264K | Buy |
3,261
+212
| +7% | +$17.2K | 0.02% | 218 |
|
|
2019
Q3 | $263K | Hold |
3,049
| – | – | 0.02% | 211 |
|
|
2019
Q2 | $231K | Hold |
3,049
| – | – | 0.01% | 218 |
|
|
2019
Q1 | $230K | Buy |
+3,049
| New | +$230K | 0.01% | 213 |
|