Simplicity Solutions’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,192
| Closed | -$211K | – | 1024 |
|
|
2023
Q2 | $211K | Buy |
+3,192
| New | +$211K | 0.01% | 953 |
|
|
2021
Q4 | – | Sell |
-4,356
| Closed | -$352K | – | 493 |
|
|
2021
Q3 | $352K | Buy |
+4,356
| New | +$352K | 0.05% | 366 |
|
|
2021
Q1 | – | Sell |
-36,033
| Closed | -$2.14M | – | 611 |
|
|
2020
Q4 | $2.14M | Buy |
36,033
+5,186
| +17% | +$307K | 0.03% | 371 |
|
|
2020
Q3 | $1.58M | Buy |
30,847
+6,332
| +26% | +$325K | 0.03% | 387 |
|
|
2020
Q2 | $1.44M | Buy |
+24,515
| New | +$1.44M | 0.03% | 374 |
|
|
2020
Q1 | – | Sell |
-3,325
| Closed | -$269K | – | 767 |
|
|
2019
Q4 | $269K | Buy |
+3,325
| New | +$269K | 0.01% | 704 |
|
|
2016
Q1 | – | Sell |
-7,626
| Closed | -$622K | – | 285 |
|
|
2015
Q4 | $622K | Buy |
+7,626
| New | +$622K | 0.07% | 388 |
|