Sterling Financial Planning’s Equity Residential EQR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-500
Closed -$40K 199
2021
Q3
$40K Hold
500
0.03% 203
2021
Q2
$39K Hold
500
0.03% 193
2021
Q1
$36K Hold
500
0.03% 182
2020
Q4
$30K Buy
+500
New +$30K 0.02% 183