TCI Wealth Advisors’s Equity Residential EQR Stock Holding History

TCI Wealth Advisors’s Portfolio EQR Stock Details EQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-18	Closed	-$1.06K	–	2551
2022 Q4	$1.06K	Sell	18 -69	-79%	-$4.32K	﹤0.01%	2107
2022 Q3	$6K	Hold	87	–	–	﹤0.01%	1325
2022 Q2	$6K	Sell	87 -39	-31%	-$3.09K	﹤0.01%	1339
2022 Q1	$11K	Hold	126	–	–	﹤0.01%	1035
2021 Q4	$11K	Hold	126	–	–	﹤0.01%	1079
2021 Q3	$10K	Buy	126 +74	+142%	+$6.11K	﹤0.01%	1094
2021 Q2	$4K	Sell	52 -9	-15%	-$680	﹤0.01%	1560
2021 Q1	$4K	Buy	61 +52	+578%	+$3.44K	﹤0.01%	1360
2020 Q4	$1K	Sell	9 -14	-61%	-$791	﹤0.01%	1367
2020 Q3	$1K	Buy	23 +14	+156%	+$774	﹤0.01%	1310
2020 Q2	$1K	Sell	9 -6	-40%	-$372	﹤0.01%	1242
2020 Q1	$1K	Sell	15 -527	-97%	-$40.7K	﹤0.01%	1228
2019 Q4	$44K	Buy	542 +520	+2,364%	+$44.3K	0.02%	409
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	1068
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	1001
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	1015
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	1194
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	1201
2018 Q2	$1K	Buy	22 +4	+22%	+$249	﹤0.01%	1277
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	1123
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	1171
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	1096
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	1118
2017 Q1	$1K	Buy	18 +9	+100%	+$563	﹤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%	-$33.1K	﹤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%	324
2013 Q3	$25K	Hold	459	–	–	0.02%	270
2013 Q2	$27K	Buy	+459	New	+$26.4K	0.02%	272