Venturi Wealth Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-214
| Closed | -$15.4K | – | 947 |
|
|
2024
Q4 | $15.4K | Buy |
214
+6
| +3% | +$431 | ﹤0.01% | 1328 |
|
|
2024
Q3 | $15.5K | Hold |
208
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q2 | $14.4K | Buy |
208
+161
| +343% | +$11.2K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $2.97K | Buy |
47
+11
| +31% | +$694 | ﹤0.01% | 1184 |
|
|
2023
Q4 | $2.2K | Buy |
+36
| New | +$2.2K | ﹤0.01% | 1197 |
|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$180K | – | 1180 |
|
|
2023
Q1 | $180K | Buy |
+3,000
| New | +$180K | 0.01% | 339 |
|