Patriot Financial Group Insurance Agency’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 |
-78
| Closed | -$6K | – | 864 |
|
|
2022
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 1416 |
|
|
2022
Q1 | $7K | Sell |
78
-22
| -22% | -$1.97K | ﹤0.01% | 1486 |
|
|
2021
Q4 | $9K | Sell |
100
-150
| -60% | -$13.5K | ﹤0.01% | 1523 |
|
|
2021
Q3 | $20K | Hold |
250
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q2 | $19K | Hold |
250
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q1 | $18K | Hold |
250
| – | – | ﹤0.01% | 1137 |
|
|
2020
Q4 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 1079 |
|