Wealth Enhancement Advisory Services’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
23,595
+2,996
| +15% | +$200K | ﹤0.01% | 1484 |
|
|
2025
Q1 | $1.47M | Buy |
20,599
+850
| +4% | +$60.8K | ﹤0.01% | 1398 |
|
|
2024
Q4 | $1.42M | Buy |
19,749
+357
| +2% | +$25.6K | ﹤0.01% | 1352 |
|
|
2024
Q3 | $1.44M | Sell |
19,392
-5,913
| -23% | -$440K | ﹤0.01% | 1210 |
|
|
2024
Q2 | $1.75M | Buy |
25,305
+5,913
| +30% | +$410K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $1.22M | Sell |
19,392
-132
| -0.7% | -$8.33K | ﹤0.01% | 1144 |
|
|
2023
Q4 | $1.19M | Buy |
19,524
+13,915
| +248% | +$851K | ﹤0.01% | 1095 |
|
|
2023
Q3 | $329K | Buy |
+5,609
| New | +$329K | ﹤0.01% | 1683 |
|