Veritable’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,851
| Closed | -$254K | – | 262 |
|
|
2023
Q2 | $254K | Buy |
3,851
+184
| +5% | +$12.1K | ﹤0.01% | 757 |
|
|
2023
Q1 | $220K | Sell |
3,667
-650
| -15% | -$39K | ﹤0.01% | 804 |
|
|
2022
Q4 | $255K | Sell |
4,317
-688
| -14% | -$40.6K | ﹤0.01% | 712 |
|
|
2022
Q3 | $336K | Buy |
5,005
+1,009
| +25% | +$67.7K | 0.01% | 597 |
|
|
2022
Q2 | $289K | Buy |
3,996
+210
| +6% | +$15.2K | 0.01% | 691 |
|
|
2022
Q1 | $340K | Buy |
3,786
+18
| +0.5% | +$1.62K | 0.01% | 669 |
|
|
2021
Q4 | $341K | Buy |
3,768
+286
| +8% | +$25.9K | 0.01% | 676 |
|
|
2021
Q3 | $282K | Buy |
3,482
+40
| +1% | +$3.24K | ﹤0.01% | 707 |
|
|
2021
Q2 | $265K | Buy |
3,442
+138
| +4% | +$10.6K | ﹤0.01% | 726 |
|
|
2021
Q1 | $237K | Buy |
+3,304
| New | +$237K | ﹤0.01% | 731 |
|
|
2020
Q4 | – | Sell |
-5,095
| Closed | -$262K | – | 788 |
|
|
2020
Q3 | $262K | Sell |
5,095
-11,452
| -69% | -$589K | 0.01% | 611 |
|
|
2020
Q2 | $973K | Sell |
16,547
-10,070
| -38% | -$592K | 0.02% | 312 |
|
|
2020
Q1 | $1.64M | Sell |
26,617
-4,002
| -13% | -$247K | 0.04% | 216 |
|
|
2019
Q4 | $2.48M | Buy |
30,619
+1,220
| +4% | +$98.7K | 0.05% | 197 |
|
|
2019
Q3 | $2.54M | Buy |
29,399
+1,163
| +4% | +$100K | 0.05% | 188 |
|
|
2019
Q2 | $2.14M | Buy |
28,236
+440
| +2% | +$33.4K | 0.04% | 200 |
|
|
2019
Q1 | $2.09M | Buy |
27,796
+950
| +4% | +$71.6K | 0.04% | 203 |
|
|
2018
Q4 | $1.77M | Buy |
26,846
+2,861
| +12% | +$189K | 0.04% | 218 |
|
|
2018
Q3 | $1.59M | Buy |
23,985
+2,205
| +10% | +$146K | 0.03% | 256 |
|
|
2018
Q2 | $1.39M | Sell |
21,780
-2,838
| -12% | -$181K | 0.03% | 272 |
|
|
2018
Q1 | $1.52M | Buy |
24,618
+3,742
| +18% | +$231K | 0.03% | 252 |
|
|
2017
Q4 | $1.33M | Sell |
20,876
-3,003
| -13% | -$191K | 0.03% | 275 |
|
|
2017
Q3 | $1.57M | Sell |
23,879
-882
| -4% | -$58.1K | 0.03% | 263 |
|
|
2017
Q2 | $1.63M | Sell |
24,761
-587
| -2% | -$38.6K | 0.04% | 253 |
|
|
2017
Q1 | $1.58M | Sell |
25,348
-3,688
| -13% | -$229K | 0.04% | 245 |
|
|
2016
Q4 | $1.87M | Buy |
29,036
+3,199
| +12% | +$206K | 0.05% | 215 |
|
|
2016
Q3 | $1.66M | Sell |
25,837
-5,796
| -18% | -$373K | 0.04% | 226 |
|
|
2016
Q2 | $2.18M | Sell |
31,633
-4,992
| -14% | -$344K | 0.06% | 180 |
|
|
2016
Q1 | $2.75M | Buy |
36,625
+4,560
| +14% | +$342K | 0.07% | 157 |
|
|
2015
Q4 | $2.62M | Buy |
32,065
+152
| +0.5% | +$12.4K | 0.07% | 162 |
|
|
2015
Q3 | $2.4M | Buy |
31,913
+3,814
| +14% | +$286K | 0.07% | 161 |
|
|
2015
Q2 | $1.97M | Buy |
28,099
+1,058
| +4% | +$74.3K | 0.05% | 192 |
|
|
2015
Q1 | $2.11M | Buy |
27,041
+538
| +2% | +$41.9K | 0.04% | 251 |
|
|
2014
Q4 | $1.9M | Sell |
26,503
-1,539
| -5% | -$111K | 0.04% | 266 |
|
|
2014
Q3 | $1.73M | Sell |
28,042
-2,525
| -8% | -$156K | 0.04% | 279 |
|
|
2014
Q2 | $1.93M | Sell |
30,567
-32
| -0.1% | -$2.02K | 0.04% | 267 |
|
|
2014
Q1 | $1.77M | Buy |
30,599
+559
| +2% | +$32.4K | 0.04% | 268 |
|
|
2013
Q4 | $1.56M | Buy |
30,040
+445
| +2% | +$23.1K | 0.03% | 292 |
|
|
2013
Q3 | $1.59M | Buy |
29,595
+2,277
| +8% | +$122K | 0.04% | 276 |
|
|
2013
Q2 | $1.59M | Buy |
+27,318
| New | +$1.59M | 0.04% | 282 |
|