SAI
Savvy Advisors Inc’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,560
| Closed | -$255K | – | 523 |
|
|
2024
Q4 | $255K | Buy |
3,560
+2
| +0.1% | +$144 | 0.03% | 374 |
|
|
2024
Q3 | $265K | Buy |
3,558
+59
| +2% | +$4.39K | 0.05% | 282 |
|
|
2024
Q2 | $243K | Buy |
3,499
+32
| +0.9% | +$2.22K | 0.08% | 248 |
|
|
2024
Q1 | $219K | Buy |
+3,467
| New | +$219K | 0.13% | 200 |
|