Shelton Capital Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,236
| Closed | -$201K | – | 739 |
|
|
2022
Q1 | $201K | Hold |
2,236
| – | – | 0.01% | 765 |
|
|
2021
Q4 | $202K | Buy |
+2,236
| New | +$202K | 0.01% | 795 |
|
|
2020
Q4 | – | Sell |
-4,601
| Closed | -$236K | – | 747 |
|
|
2020
Q3 | $236K | Hold |
4,601
| – | – | 0.01% | 611 |
|
|
2020
Q2 | $271K | Hold |
4,601
| – | – | 0.01% | 474 |
|
|
2020
Q1 | $284K | Hold |
4,601
| – | – | 0.02% | 400 |
|
|
2019
Q4 | $372K | Sell |
4,601
-2,601
| -36% | -$210K | 0.02% | 442 |
|
|
2019
Q3 | $621K | Buy |
7,202
+1,100
| +18% | +$94.8K | 0.04% | 292 |
|
|
2019
Q2 | $463K | Buy |
6,102
+5,838
| +2,211% | +$443K | 0.03% | 362 |
|
|
2019
Q1 | $3.5K | Sell |
264
-3,240
| -92% | -$43K | 0.01% | 679 |
|
|
2018
Q4 | $231K | Hold |
3,504
| – | – | 0.02% | 612 |
|
|
2018
Q3 | $232K | Hold |
3,504
| – | – | 0.01% | 759 |
|
|
2018
Q2 | $223K | Sell |
3,504
-200
| -5% | -$12.7K | 0.01% | 733 |
|
|
2018
Q1 | $228K | Sell |
3,704
-800
| -18% | -$49.2K | 0.02% | 701 |
|
|
2017
Q4 | $287K | Sell |
4,504
-3,000
| -40% | -$191K | 0.02% | 594 |
|
|
2017
Q3 | $495K | Sell |
7,504
-300
| -4% | -$19.8K | 0.03% | 359 |
|
|
2017
Q2 | $514K | Hold |
7,804
| – | – | 0.04% | 360 |
|
|
2017
Q1 | $486K | Sell |
7,804
-1,460
| -16% | -$90.9K | 0.03% | 375 |
|
|
2016
Q4 | $596K | Buy |
+9,264
| New | +$596K | 0.05% | 317 |
|