WealthPLAN Partners’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
-1,000
Closed -$66K 548
2023
Q2
$66K Hold
1,000
0.01% 464
2023
Q1
$60K Buy
+1,000
New +$60K 0.01% 519