Roger Wittlin Investment Advisory’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 | $303K | Buy |
4,492
+46
| +1% | +$3.1K | 0.17% | 39 |
|
|
2025
Q1 | $318K | Buy |
4,446
+42
| +1% | +$3.01K | 0.19% | 37 |
|
|
2024
Q4 | $316K | Buy |
4,404
+41
| +0.9% | +$2.94K | 0.18% | 37 |
|
|
2024
Q3 | $325K | Buy |
4,363
+43
| +1% | +$3.2K | 0.19% | 41 |
|
|
2024
Q2 | $300K | Buy |
4,320
+47
| +1% | +$3.26K | 0.19% | 39 |
|
|
2024
Q1 | $270K | Buy |
4,273
+47
| +1% | +$2.97K | 0.19% | 38 |
|
|
2023
Q4 | $259K | Sell |
4,226
-1,716
| -29% | -$105K | 0.19% | 36 |
|
|
2023
Q3 | $349K | Sell |
5,942
-1,602
| -21% | -$94.1K | 0.3% | 34 |
|
|
2023
Q2 | $498K | Buy |
7,544
+158
| +2% | +$10.4K | 0.4% | 33 |
|
|
2023
Q1 | $443K | Sell |
7,386
-446
| -6% | -$26.8K | 0.4% | 35 |
|
|
2022
Q4 | $462K | Buy |
+7,832
| New | +$462K | 0.46% | 34 |
|