Wealthspire Advisors (Maryland)’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,739
| Closed | -$131K | – | 937 |
|
|
2019
Q1 | $131K | Buy |
1,739
+3
| +0.2% | +$226 | 0.01% | 556 |
|
|
2018
Q4 | $115K | Buy |
1,736
+949
| +121% | +$62.9K | 0.01% | 559 |
|
|
2018
Q3 | $52K | Buy |
787
+19
| +2% | +$1.26K | ﹤0.01% | 946 |
|
|
2018
Q2 | $49K | Buy |
768
+33
| +4% | +$2.11K | ﹤0.01% | 982 |
|
|
2018
Q1 | $45K | Sell |
735
-244
| -25% | -$14.9K | ﹤0.01% | 1026 |
|
|
2017
Q4 | $62K | Buy |
979
+536
| +121% | +$33.9K | 0.01% | 919 |
|
|
2017
Q3 | $29K | Buy |
443
+65
| +17% | +$4.26K | ﹤0.01% | 1167 |
|
|
2017
Q2 | $25K | Buy |
378
+122
| +48% | +$8.07K | ﹤0.01% | 1180 |
|
|
2017
Q1 | $16K | Buy |
256
+99
| +63% | +$6.19K | ﹤0.01% | 1159 |
|
|
2016
Q4 | $10K | Sell |
157
-12
| -7% | -$764 | ﹤0.01% | 1217 |
|
|
2016
Q3 | $11K | Sell |
169
-14
| -8% | -$911 | ﹤0.01% | 1229 |
|
|
2016
Q2 | $13K | Sell |
183
-200
| -52% | -$14.2K | ﹤0.01% | 1134 |
|
|
2016
Q1 | $29K | Buy |
383
+270
| +239% | +$20.4K | 0.01% | 847 |
|
|
2015
Q4 | $9K | Buy |
+113
| New | +$9K | ﹤0.01% | 1216 |
|