Sheaff Brock Investment Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,999
| Closed | -$588K | – | 471 |
|
|
2020
Q2 | $588K | Buy |
9,999
+1,155
| +13% | +$67.9K | 0.06% | 199 |
|
|
2020
Q1 | $546K | Buy |
8,844
+703
| +9% | +$43.4K | 0.07% | 173 |
|
|
2019
Q4 | $659K | Buy |
8,141
+1,426
| +21% | +$115K | 0.06% | 201 |
|
|
2019
Q3 | $579K | Buy |
6,715
+951
| +16% | +$82K | 0.06% | 215 |
|
|
2019
Q2 | $438K | Buy |
5,764
+365
| +7% | +$27.7K | 0.05% | 260 |
|
|
2019
Q1 | $407K | Buy |
5,399
+445
| +9% | +$33.5K | 0.05% | 290 |
|
|
2018
Q4 | $327K | Buy |
+4,954
| New | +$327K | 0.05% | 302 |
|