Tradition Wealth Management’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-136	Closed	-$8K	–	626
2023 Q4	$8K	Buy	136 +6	+5%	+$347	﹤0.01%	1041
2023 Q3	$8K	Sell	130 -4	-3%	-$258	﹤0.01%	1057
2023 Q2	$9K	Buy	134 +2	+2%	+$125	﹤0.01%	1057
2023 Q1	$8K	Buy	132 +6	+5%	+$368	﹤0.01%	1050
2022 Q4	$7K	Buy	126 +1	+0.8%	+$63	﹤0.01%	972
2022 Q3	$8K	Buy	125 +1	+0.8%	+$74	﹤0.01%	967
2022 Q2	$9K	Buy	124 +1	+0.8%	+$79	﹤0.01%	841
2022 Q1	$11K	Buy	123 +1	+0.8%	+$88	﹤0.01%	873
2021 Q4	$11K	Buy	122 +1	+0.8%	+$86	﹤0.01%	890
2021 Q3	$10K	Buy	121 +1	+0.8%	+$83	﹤0.01%	907
2021 Q2	$9K	Buy	+120	New	+$9.07K	﹤0.01%	962
2021 Q1	–	Sell	-118	Closed	-$7K	–	864
2020 Q4	$7K	Buy	+118	New	+$6.67K	﹤0.01%	796