Shelton Capital Management’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,236	Closed	-$201K	–	749
2022 Q1	$201K	Hold	2,236	–	–	0.01%	780
2021 Q4	$202K	Buy	+2,236	New	+$192K	0.01%	799
2020 Q4	–	Sell	-4,601	Closed	-$236K	–	755
2020 Q3	$236K	Hold	4,601	–	–	0.01%	618
2020 Q2	$271K	Hold	4,601	–	–	0.02%	481
2020 Q1	$284K	Hold	4,601	–	–	0.02%	407
2019 Q4	$372K	Sell	4,601 -2,601	-36%	-$221K	0.02%	446
2019 Q3	$621K	Buy	7,202 +1,100	+18%	+$90K	0.04%	296
2019 Q2	$463K	Buy	6,102 +5,838	+2,211%	+$446K	0.03%	367
2019 Q1	$3.5K	Sell	264 -3,240	-92%	-$233K	0.01%	680
2018 Q4	$231K	Hold	3,504	–	–	0.02%	616
2018 Q3	$232K	Hold	3,504	–	–	0.01%	763
2018 Q2	$223K	Sell	3,504 -200	-5%	-$12.5K	0.01%	736
2018 Q1	$228K	Sell	3,704 -800	-18%	-$47.5K	0.02%	703
2017 Q4	$287K	Sell	4,504 -3,000	-40%	-$200K	0.02%	599
2017 Q3	$495K	Sell	7,504 -300	-4%	-$20.1K	0.03%	363
2017 Q2	$514K	Hold	7,804	–	–	0.04%	360
2017 Q1	$486K	Sell	7,804 -1,460	-16%	-$91.3K	0.04%	379
2016 Q4	$596K	Buy	+9,264	New	+$569K	0.05%	321