Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-113
| Closed | -$6.91K | – | 879 |
|
|
2023
Q4 | $6.91K | Buy |
+113
| New | +$6.91K | ﹤0.01% | 609 |
|
|
2020
Q1 | – | Sell |
-444
| Closed | -$36K | – | 758 |
|
|
2019
Q4 | $36K | Hold |
444
| – | – | 0.01% | 368 |
|
|
2019
Q3 | $38K | Hold |
444
| – | – | 0.01% | 383 |
|
|
2019
Q2 | $34K | Buy |
+444
| New | +$34K | 0.01% | 401 |
|
|
2019
Q1 | – | Sell |
-103
| Closed | -$7K | – | 816 |
|
|
2018
Q4 | $7K | Buy |
+103
| New | +$7K | ﹤0.01% | 545 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$6K | – | 856 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 685 |
|
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 674 |
|
|
2017
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 597 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 673 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 670 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 651 |
|
|
2016
Q2 | $7K | Hold |
100
| – | – | 0.01% | 571 |
|
|
2016
Q1 | $8K | Hold |
100
| – | – | 0.01% | 510 |
|
|
2015
Q4 | $8K | Hold |
100
| – | – | 0.01% | 610 |
|
|
2015
Q3 | $8K | Hold |
100
| – | – | 0.01% | 513 |
|
|
2015
Q2 | $7K | Hold |
100
| – | – | 0.01% | 567 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | 0.01% | 542 |
|
|
2014
Q4 | $7K | Hold |
100
| – | – | 0.01% | 600 |
|
|
2014
Q3 | $6K | Sell |
100
-58
| -37% | -$3.48K | 0.01% | 636 |
|
|
2014
Q2 | $10K | Buy |
158
+100
| +172% | +$6.33K | 0.01% | 532 |
|
|
2014
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 522 |
|
|
2013
Q4 | $3K | Sell |
58
-550
| -90% | -$28.4K | ﹤0.01% | 587 |
|
|
2013
Q3 | $33K | Buy |
608
+550
| +948% | +$29.9K | 0.02% | 231 |
|
|
2013
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 498 |
|