Psagot Value Holdings’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5
| Closed | – | – | 557 |
|
|
2023
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 543 |
|
|
2017
Q2 | – | Sell |
-1,400
| Closed | -$87K | – | 322 |
|
|
2017
Q1 | $87K | Hold |
1,400
| – | – | ﹤0.01% | 247 |
|
|
2016
Q4 | $90K | Hold |
1,400
| – | – | ﹤0.01% | 239 |
|
|
2016
Q3 | $90K | Hold |
1,400
| – | – | ﹤0.01% | 253 |
|
|
2016
Q2 | $96K | Hold |
1,400
| – | – | ﹤0.01% | 239 |
|
|
2016
Q1 | $105K | Hold |
1,400
| – | – | ﹤0.01% | 280 |
|
|
2015
Q4 | $114K | Sell |
1,400
-600
| -30% | -$48.9K | ﹤0.01% | 279 |
|
|
2015
Q3 | $150K | Sell |
2,000
-500
| -20% | -$37.5K | 0.01% | 249 |
|
|
2015
Q2 | $175K | Hold |
2,500
| – | – | 0.01% | 255 |
|
|
2015
Q1 | $195K | Hold |
2,500
| – | – | 0.01% | 241 |
|
|
2014
Q4 | $180K | Sell |
2,500
-1,000
| -29% | -$72K | 0.01% | 246 |
|
|
2014
Q3 | $216K | Hold |
3,500
| – | – | 0.01% | 205 |
|
|
2014
Q2 | $221K | Sell |
3,500
-11,857
| -77% | -$749K | 0.01% | 218 |
|
|
2014
Q1 | $891K | Sell |
15,357
-5,112
| -25% | -$297K | 0.03% | 152 |
|
|
2013
Q4 | $1.06M | Sell |
20,469
-11,013
| -35% | -$571K | 0.04% | 149 |
|
|
2013
Q3 | $1.69M | Buy |
31,482
+22,482
| +250% | +$1.2M | 0.06% | 123 |
|
|
2013
Q2 | $523K | Buy |
+9,000
| New | +$523K | 0.02% | 163 |
|