Stratos Wealth Partners’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-11,303
| Closed | -$816K | – | 1151 |
|
2022
Q2 | $816K | Buy |
+11,303
| New | +$816K | 0.02% | 567 |
|
2018
Q4 | – | Sell |
-494
| Closed | -$33K | – | 1291 |
|
2018
Q3 | $33K | Buy |
+494
| New | +$33K | ﹤0.01% | 1641 |
|
2018
Q2 | – | Sell |
-494
| Closed | -$30K | – | 1429 |
|
2018
Q1 | $30K | Buy |
494
+200
| +68% | +$12.1K | ﹤0.01% | 1833 |
|
2017
Q4 | $19K | Buy |
+294
| New | +$19K | ﹤0.01% | 1923 |
|