Valeo Financial Advisors’s Equity Residential EQR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-210	Closed	-$15K	–	899
2021 Q1	$15K	Buy	210 +10	+5%	+$662	﹤0.01%	1248
2020 Q4	$12K	Buy	+200	New	+$11.3K	﹤0.01%	1143
2020 Q3	–	Sell	-94	Closed	-$6K	–	1749
2020 Q2	$6K	Buy	94 +71	+309%	+$4.4K	﹤0.01%	1444
2020 Q1	$2K	Buy	+23	New	+$1.78K	﹤0.01%	1510
2019 Q4	–	Sell	-3,000	Closed	-$255K	–	1652
2019 Q3	$259K	Buy	+3,000	New	+$245K	0.03%	247
2018 Q4	–	Sell	-33	Closed	-$2.22K	–	1561
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	1453
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	1335
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	1323
2017 Q4	$2K	Sell	33 -221	-87%	-$14.8K	﹤0.01%	1178
2017 Q3	$17K	Buy	+254	New	+$17K	﹤0.01%	586