SDAM
Shulman DeMeo Asset Management’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,111
| Closed | -$575K | – | 107 |
|
|
2019
Q4 | $575K | Buy |
7,111
+591
| +9% | +$47.8K | 0.2% | 54 |
|
|
2019
Q3 | $562K | Buy |
6,520
+1,152
| +21% | +$99.3K | 0.19% | 58 |
|
|
2019
Q2 | $408K | Buy |
5,368
+37
| +0.7% | +$2.81K | 0.15% | 72 |
|
|
2019
Q1 | $402K | Buy |
5,331
+40
| +0.8% | +$3.02K | 0.15% | 68 |
|
|
2018
Q4 | $349K | Buy |
+5,291
| New | +$349K | 0.19% | 44 |
|