TWA
TCI Wealth Advisors’s Equity Residential EQR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-18
| Closed | -$1.06K | – | 2551 |
|
2022
Q4 | $1.06K | Sell |
18
-69
| -79% | -$4.07K | ﹤0.01% | 2107 |
|
2022
Q3 | $6K | Hold |
87
| – | – | ﹤0.01% | 1325 |
|
2022
Q2 | $6K | Sell |
87
-39
| -31% | -$2.69K | ﹤0.01% | 1338 |
|
2022
Q1 | $11K | Hold |
126
| – | – | ﹤0.01% | 1035 |
|
2021
Q4 | $11K | Hold |
126
| – | – | ﹤0.01% | 1079 |
|
2021
Q3 | $10K | Buy |
126
+74
| +142% | +$5.87K | ﹤0.01% | 1079 |
|
2021
Q2 | $4K | Sell |
52
-9
| -15% | -$692 | ﹤0.01% | 1542 |
|
2021
Q1 | $4K | Buy |
61
+52
| +578% | +$3.41K | ﹤0.01% | 1342 |
|
2020
Q4 | $1K | Sell |
9
-14
| -61% | -$1.56K | ﹤0.01% | 1343 |
|
2020
Q3 | $1K | Buy |
23
+14
| +156% | +$609 | ﹤0.01% | 1293 |
|
2020
Q2 | $1K | Sell |
9
-6
| -40% | -$667 | ﹤0.01% | 1230 |
|
2020
Q1 | $1K | Sell |
15
-527
| -97% | -$35.1K | ﹤0.01% | 1218 |
|
2019
Q4 | $44K | Buy |
542
+520
| +2,364% | +$42.2K | 0.02% | 405 |
|
2019
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1064 |
|
2019
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 997 |
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1009 |
|
2018
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1183 |
|
2018
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1188 |
|
2018
Q2 | $1K | Buy |
22
+4
| +22% | +$182 | ﹤0.01% | 1277 |
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1120 |
|
2017
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1171 |
|
2017
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1095 |
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1118 |
|
2017
Q1 | $1K | Buy |
18
+9
| +100% | +$500 | ﹤0.01% | 1072 |
|
2016
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1148 |
|
2016
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1108 |
|
2016
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1050 |
|
2016
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1070 |
|
2015
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 931 |
|
2015
Q3 | $1K | Sell |
9
-450
| -98% | -$50K | ﹤0.01% | 875 |
|
2015
Q2 | $32K | Hold |
459
| – | – | 0.02% | 326 |
|
2015
Q1 | $36K | Hold |
459
| – | – | 0.02% | 269 |
|
2014
Q4 | $33K | Hold |
459
| – | – | 0.02% | 291 |
|
2014
Q3 | $28K | Hold |
459
| – | – | 0.02% | 294 |
|
2014
Q2 | $29K | Hold |
459
| – | – | 0.02% | 305 |
|
2014
Q1 | $27K | Hold |
459
| – | – | 0.02% | 294 |
|
2013
Q4 | $24K | Hold |
459
| – | – | 0.02% | 323 |
|
2013
Q3 | $25K | Hold |
459
| – | – | 0.02% | 270 |
|
2013
Q2 | $27K | Buy |
+459
| New | +$27K | 0.02% | 271 |
|