RBA Wealth Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,944
| Closed | -$305K | – | 103 |
|
|
2020
Q3 | $305K | Sell |
5,944
-4,807
| -45% | -$247K | 0.21% | 85 |
|
|
2020
Q2 | $632K | Buy |
10,751
+1,873
| +21% | +$110K | 0.46% | 64 |
|
|
2020
Q1 | $548K | Buy |
8,878
+3,375
| +61% | +$208K | 0.47% | 66 |
|
|
2019
Q4 | $443K | Buy |
5,503
+2,853
| +108% | +$230K | 0.3% | 73 |
|
|
2019
Q3 | $229K | Buy |
+2,650
| New | +$229K | 0.17% | 86 |
|