Peak Financial Advisors’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,570	Closed	-$501K	–	73
2022 Q1	$501K	Sell	5,570 -60	-1%	-$5.4K	0.43%	53
2021 Q4	$510K	Buy	5,630 +972	+21%	+$88.1K	0.39%	47
2021 Q3	$377K	Buy	+4,658	New	+$377K	0.33%	51