Sowell Financial Services’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,479
| Closed | -$1.2M | – | 491 |
|
|
2021
Q2 | $1.2M | Sell |
15,479
-2,155
| -12% | -$167K | 0.08% | 276 |
|
|
2021
Q1 | $1.3M | Buy |
17,634
+994
| +6% | +$73.2K | 0.05% | 342 |
|
|
2020
Q4 | $986K | Buy |
16,640
+6,726
| +68% | +$399K | 0.04% | 332 |
|
|
2020
Q3 | $509K | Buy |
9,914
+9,913
| +991,300% | +$509K | 0.03% | 462 |
|
|
2020
Q2 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 2519 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2493 |
|
|
2019
Q4 | – | Sell |
-21
| Closed | -$2K | – | 2550 |
|
|
2019
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 2065 |
|