Ropes Wealth Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 416 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 832 |
|
|
2020
Q3 | – | Sell |
-43
| Closed | -$3K | – | 622 |
|
|
2020
Q2 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 509 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$3K | – | 505 |
|
|
2018
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 505 |
|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$150K | – | 488 |
|
|
2015
Q3 | $150K | Buy |
+2,000
| New | +$150K | 0.08% | 149 |
|