Pasadena Private Wealth’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,410	Closed	-$254K	–	152
2024 Q3	$254K	Buy	3,410 +21	+0.6%	+$1.56K	0.05%	123
2024 Q2	$235K	Sell	3,389 -571	-14%	-$39.6K	0.05%	126
2024 Q1	$250K	Buy	3,960 +30	+0.8%	+$1.89K	0.06%	121
2023 Q4	$240K	Buy	+3,930	New	+$240K	0.06%	125