Valeo Financial Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-210
| Closed | -$15K | – | 826 |
|
|
2021
Q1 | $15K | Buy |
210
+10
| +5% | +$714 | ﹤0.01% | 1174 |
|
|
2020
Q4 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 1117 |
|
|
2020
Q3 | – | Sell |
-94
| Closed | -$6K | – | 1688 |
|
|
2020
Q2 | $6K | Buy |
94
+71
| +309% | +$4.53K | ﹤0.01% | 1368 |
|
|
2020
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1457 |
|
|
2019
Q4 | – | Sell |
-3,000
| Closed | -$259K | – | 1640 |
|
|
2019
Q3 | $259K | Buy |
+3,000
| New | +$259K | 0.03% | 247 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1584 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$2K | – | 1552 |
|
|
2018
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 1443 |
|
|
2018
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1328 |
|
|
2018
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1320 |
|
|
2017
Q4 | $2K | Sell |
33
-221
| -87% | -$13.4K | ﹤0.01% | 1175 |
|
|
2017
Q3 | $17K | Buy |
+254
| New | +$17K | ﹤0.01% | 581 |
|