SOA Wealth Advisors’s Equity Residential EQR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 863 |
|
2022
Q2 | $0 | Sell |
4
-136
| -97% | – | ﹤0.01% | 866 |
|
2022
Q1 | $12K | Hold |
140
| – | – | ﹤0.01% | 549 |
|
2021
Q4 | $12K | Hold |
140
| – | – | ﹤0.01% | 533 |
|
2021
Q3 | $11K | Hold |
140
| – | – | ﹤0.01% | 568 |
|
2021
Q2 | $10K | Sell |
140
-84
| -38% | -$6K | ﹤0.01% | 572 |
|
2021
Q1 | $16K | Sell |
224
-9
| -4% | -$643 | ﹤0.01% | 436 |
|
2020
Q4 | $15K | Buy |
+233
| New | +$15K | ﹤0.01% | 450 |
|