Wesley Capital Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,000
| Closed | -$620K | – | 3 |
|
|
2016
Q2 | $620K | Buy |
+9,000
| New | +$620K | 0.72% | 17 |
|
|
2015
Q3 | – | Sell |
-18,500
| Closed | -$1.3M | – | 24 |
|
|
2015
Q2 | $1.3M | Hold |
18,500
| – | – | 0.98% | 14 |
|
|
2015
Q1 | $1.44M | Buy |
18,500
+5,000
| +37% | +$389K | 1.11% | 15 |
|
|
2014
Q4 | $970K | Buy |
+13,500
| New | +$970K | 0.84% | 14 |
|
|
2013
Q3 | – | Sell |
-15,000
| Closed | -$871K | – | 31 |
|
|
2013
Q2 | $871K | Buy |
+15,000
| New | +$871K | 0.45% | 15 |
|