Prestige Wealth Management Group’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
4,720
-39
| -0.8% | -$2.66K | 0.07% | 139 |
|
|
2025
Q1 | $344K | Buy |
4,759
+73
| +2% | +$5.28K | 0.07% | 125 |
|
|
2024
Q4 | $336K | Buy |
4,686
+283
| +6% | +$20.3K | 0.07% | 130 |
|
|
2024
Q3 | $331K | Buy |
4,403
+4,397
| +73,283% | +$330K | 0.07% | 128 |
|
|
2024
Q2 | $417 | Sell |
6
-4,160
| -100% | -$289K | ﹤0.01% | 939 |
|
|
2024
Q1 | $266K | Buy |
4,166
+4,160
| +69,333% | +$265K | 0.06% | 135 |
|
|
2023
Q4 | $371 | Hold |
6
| – | – | ﹤0.01% | 978 |
|
|
2023
Q3 | $357 | Hold |
6
| – | – | ﹤0.01% | 989 |
|
|
2023
Q2 | $400 | Hold |
6
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q1 | $364 | Hold |
6
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q4 | $358 | Hold |
6
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 990 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 996 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 864 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 889 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 994 |
|
|
2021
Q2 | $0 | Sell |
6
-41
| -87% | – | ﹤0.01% | 982 |
|
|
2021
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 717 |
|
|
2020
Q4 | $3K | Sell |
47
-277
| -85% | -$17.7K | ﹤0.01% | 683 |
|
|
2020
Q3 | $17K | Buy |
324
+188
| +138% | +$9.86K | 0.01% | 372 |
|
|
2020
Q2 | $8K | Sell |
136
-154
| -53% | -$9.06K | ﹤0.01% | 452 |
|
|
2020
Q1 | $18K | Buy |
+290
| New | +$18K | 0.01% | 292 |
|
|
2019
Q1 | – | Sell |
-56
| Closed | -$4K | – | 698 |
|
|
2018
Q4 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 636 |
|