Wambolt & Associates’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,859
| Closed | -$229K | – | 218 |
|
|
2020
Q4 | $229K | Sell |
3,859
-2,451
| -39% | -$145K | 0.14% | 185 |
|
|
2020
Q3 | $324K | Sell |
6,310
-2,767
| -30% | -$142K | 0.24% | 142 |
|
|
2020
Q2 | $534K | Sell |
9,077
-41
| -0.4% | -$2.41K | 0.42% | 80 |
|
|
2020
Q1 | $563K | Buy |
9,118
+86
| +1% | +$5.31K | 0.58% | 60 |
|
|
2019
Q4 | $731K | Buy |
9,032
+140
| +2% | +$11.3K | 0.56% | 60 |
|
|
2019
Q3 | $767K | Sell |
8,892
-49
| -0.5% | -$4.23K | 0.63% | 51 |
|
|
2019
Q2 | $679K | Buy |
8,941
+637
| +8% | +$48.4K | 0.58% | 55 |
|
|
2019
Q1 | $626K | Buy |
8,304
+1,048
| +14% | +$79K | 0.57% | 55 |
|
|
2018
Q4 | $479K | Buy |
+7,256
| New | +$479K | 0.53% | 60 |
|