PS
Planned Solutions’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$74.5K | – | 262 |
|
|
2024
Q3 | $74.5K | Buy |
+1,000
| New | +$74.5K | 0.03% | 251 |
|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$61.2K | – | 224 |
|
|
2023
Q4 | $61.2K | Buy |
+1,000
| New | +$61.2K | 0.03% | 254 |
|
|
2022
Q2 | – | Sell |
-2,593
| Closed | -$233K | – | 65 |
|
|
2022
Q1 | $233K | Hold |
2,593
| – | – | 0.16% | 65 |
|
|
2021
Q4 | $235K | Buy |
+2,593
| New | +$235K | 0.16% | 67 |
|
|
2021
Q2 | $215K | Hold |
2,793
| – | – | 0.15% | 64 |
|
|
2021
Q1 | $200K | Buy |
2,793
+850
| +44% | +$60.9K | 0.16% | 60 |
|
|
2020
Q4 | $115K | Hold |
1,943
| – | – | 0.09% | 84 |
|
|
2020
Q3 | $100K | Buy |
+1,943
| New | +$100K | 0.1% | 80 |
|