Security National Trust’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$32K | – | 437 |
|
|
2016
Q3 | $32K | Hold |
500
| – | – | 0.01% | 307 |
|
|
2016
Q2 | $34K | Hold |
500
| – | – | 0.01% | 299 |
|
|
2016
Q1 | $38K | Hold |
500
| – | – | 0.01% | 289 |
|
|
2015
Q4 | $41K | Hold |
500
| – | – | 0.02% | 280 |
|
|
2015
Q3 | $38K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2015
Q2 | $35K | Sell |
500
-50
| -9% | -$3.5K | 0.01% | 307 |
|
|
2015
Q1 | $43K | Sell |
550
-50
| -8% | -$3.91K | 0.02% | 295 |
|
|
2014
Q4 | $43K | Hold |
600
| – | – | 0.02% | 289 |
|
|
2014
Q3 | $37K | Hold |
600
| – | – | 0.02% | 296 |
|
|
2014
Q2 | $38K | Hold |
600
| – | – | 0.01% | 298 |
|
|
2014
Q1 | $35K | Hold |
600
| – | – | 0.01% | 306 |
|
|
2013
Q4 | $31K | Hold |
600
| – | – | 0.01% | 311 |
|
|
2013
Q3 | $32K | Hold |
600
| – | – | 0.01% | 298 |
|
|
2013
Q2 | $35K | Buy |
+600
| New | +$35K | 0.02% | 282 |
|