SeaCrest 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
Q1 | – | Sell |
-5,027
| Closed | -$407K | – | 525 |
|
2019
Q4 | $407K | Buy |
5,027
+1,769
| +54% | +$143K | 0.07% | 326 |
|
2019
Q3 | $281K | Buy |
+3,258
| New | +$281K | 0.05% | 411 |
|
2019
Q2 | – | Sell |
-268
| Closed | -$20K | – | 905 |
|
2019
Q1 | $20K | Buy |
268
+2
| +0.8% | +$149 | ﹤0.01% | 1284 |
|
2018
Q4 | $18K | Buy |
266
+3
| +1% | +$203 | ﹤0.01% | 1274 |
|
2018
Q3 | $17K | Buy |
263
+2
| +0.8% | +$129 | ﹤0.01% | 1443 |
|
2018
Q2 | $17K | Buy |
261
+2
| +0.8% | +$130 | ﹤0.01% | 1416 |
|
2018
Q1 | $16K | Buy |
259
+2
| +0.8% | +$124 | ﹤0.01% | 1407 |
|
2017
Q4 | $16K | Buy |
+257
| New | +$16K | ﹤0.01% | 1406 |
|