TrueWealth LLC’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $12K | Hold |
212
| – | – | 0.01% | 443 |
|
|
2020
Q1 | $13K | Hold |
212
| – | – | 0.01% | 416 |
|
|
2019
Q4 | $17K | Hold |
212
| – | – | 0.01% | 399 |
|
|
2019
Q3 | $18K | Hold |
212
| – | – | 0.01% | 384 |
|
|
2019
Q2 | $16K | Hold |
212
| – | – | 0.01% | 399 |
|
|
2019
Q1 | $16K | Hold |
212
| – | – | 0.01% | 391 |
|
|
2018
Q4 | $14K | Hold |
212
| – | – | 0.01% | 398 |
|
|
2018
Q3 | $14K | Buy |
212
+200
| +1,667% | +$13.2K | 0.01% | 428 |
|
|
2018
Q2 | $1K | Sell |
12
-24
| -67% | -$2K | ﹤0.01% | 774 |
|
|
2018
Q1 | $2K | Sell |
36
-39
| -52% | -$2.17K | ﹤0.01% | 692 |
|
|
2017
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 654 |
|