Richard C. Young & Co’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-48,760
| Closed | -$3.52M | – | 76 |
|
|
2022
Q2 | $3.52M | Sell |
48,760
-509
| -1% | -$36.8K | 0.46% | 62 |
|
|
2022
Q1 | $4.43M | Sell |
49,269
-35,601
| -42% | -$3.2M | 0.57% | 60 |
|
|
2021
Q4 | $7.68M | Buy |
84,870
+1,645
| +2% | +$149K | 0.97% | 44 |
|
|
2021
Q3 | $6.74M | Buy |
83,225
+687
| +0.8% | +$55.6K | 0.92% | 47 |
|
|
2021
Q2 | $6.36M | Buy |
82,538
+4,854
| +6% | +$374K | 0.81% | 55 |
|
|
2021
Q1 | $5.57M | Buy |
77,684
+6,105
| +9% | +$437K | 0.74% | 57 |
|
|
2020
Q4 | $4.24M | Buy |
71,579
+4,907
| +7% | +$291K | 0.65% | 58 |
|
|
2020
Q3 | $3.42M | Buy |
66,672
+3,414
| +5% | +$175K | 0.55% | 57 |
|
|
2020
Q2 | $3.72M | Buy |
+63,258
| New | +$3.72M | 0.62% | 57 |
|