SWA
Sutton Wealth Advisors’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.4K | Buy |
75
+29
| +63% | +$1.7K | ﹤0.01% | 610 |
|
|
2023
Q2 | $3.04K | Buy |
46
+2
| +5% | +$132 | ﹤0.01% | 641 |
|
|
2023
Q1 | $2.64K | Hold |
44
| – | – | ﹤0.01% | 606 |
|
|
2022
Q4 | $2.6K | Sell |
44
-65
| -60% | -$3.84K | ﹤0.01% | 1176 |
|
|
2022
Q3 | $7.33K | Buy |
109
+10
| +10% | +$672 | ﹤0.01% | 988 |
|
|
2022
Q2 | $7.15K | Buy |
99
+55
| +125% | +$3.97K | ﹤0.01% | 997 |
|
|
2022
Q1 | $3.96K | Hold |
44
| – | – | ﹤0.01% | 1106 |
|
|
2021
Q4 | $3.98K | Hold |
44
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q3 | $3.56K | Hold |
44
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q2 | $3.39K | Hold |
44
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q1 | $3.15K | Hold |
44
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q4 | $2.61K | Sell |
44
-63
| -59% | -$3.73K | ﹤0.01% | 1074 |
|
|
2020
Q3 | $5.49K | Buy |
107
+7
| +7% | +$359 | ﹤0.01% | 901 |
|
|
2020
Q2 | $5.88K | Sell |
100
-13
| -12% | -$765 | ﹤0.01% | 829 |
|
|
2020
Q1 | $6.97K | Buy |
113
+36
| +47% | +$2.22K | ﹤0.01% | 753 |
|
|
2019
Q4 | $6.23K | Hold |
77
| – | – | ﹤0.01% | 912 |
|
|
2019
Q3 | $6.64K | Hold |
77
| – | – | ﹤0.01% | 882 |
|
|
2019
Q2 | $5.85K | Buy |
77
+20
| +35% | +$1.52K | ﹤0.01% | 902 |
|
|
2019
Q1 | $4.29K | Hold |
57
| – | – | ﹤0.01% | 963 |
|
|
2018
Q4 | $3.76K | Hold |
57
| – | – | ﹤0.01% | 925 |
|
|
2018
Q3 | $3.78K | Hold |
57
| – | – | ﹤0.01% | 935 |
|
|
2018
Q2 | $3.63K | Hold |
57
| – | – | ﹤0.01% | 959 |
|
|
2018
Q1 | $3.51K | Sell |
57
-32
| -36% | -$1.97K | ﹤0.01% | 958 |
|
|
2017
Q4 | $5.68K | Hold |
89
| – | – | ﹤0.01% | 876 |
|
|
2017
Q3 | $5.87K | Hold |
89
| – | – | ﹤0.01% | 853 |
|
|
2017
Q2 | $5.86K | Buy |
89
+32
| +56% | +$2.11K | ﹤0.01% | 854 |
|
|
2017
Q1 | $3.55K | Buy |
57
+3
| +6% | +$187 | ﹤0.01% | 888 |
|
|
2016
Q4 | $3.48K | Hold |
54
| – | – | ﹤0.01% | 884 |
|
|
2016
Q3 | $3.47K | Sell |
54
-18
| -25% | -$1.16K | ﹤0.01% | 878 |
|
|
2016
Q2 | $4.96K | Hold |
72
| – | – | ﹤0.01% | 780 |
|
|
2016
Q1 | $5.4K | Buy |
+72
| New | +$5.4K | 0.01% | 728 |
|