Vontobel Holding’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 |
-6,321
| Closed | -$417K | – | 1093 |
|
|
2023
Q2 | $417K | Hold |
6,321
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $379K | Buy |
+6,321
| New | +$379K | ﹤0.01% | 832 |
|
|
2022
Q4 | – | Sell |
-38,022
| Closed | -$2.52M | – | 1093 |
|
|
2022
Q3 | $2.52M | Buy |
38,022
+962
| +3% | +$63.7K | 0.03% | 364 |
|
|
2022
Q2 | $2.68M | Hold |
37,060
| – | – | 0.03% | 349 |
|
|
2022
Q1 | $3.39M | Buy |
37,060
+296
| +0.8% | +$27.1K | 0.03% | 335 |
|
|
2021
Q4 | $3.33M | Buy |
36,764
+16,000
| +77% | +$1.45M | 0.03% | 342 |
|
|
2021
Q3 | $1.68M | Buy |
20,764
+464
| +2% | +$37.6K | 0.01% | 482 |
|
|
2021
Q2 | $1.57M | Buy |
+20,300
| New | +$1.57M | 0.01% | 499 |
|