WFG Advisors’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $33K | Buy |
502
+202
| +67% | +$13.3K | 0.01% | 814 |
|
|
2017
Q1 | $19K | Buy |
+300
| New | +$19K | 0.01% | 892 |
|
|
2014
Q3 | – | Sell |
-197
| Closed | -$12K | – | 2085 |
|
|
2014
Q2 | $12K | Buy |
+197
| New | +$12K | ﹤0.01% | 1413 |
|
|
2014
Q1 | – | Sell |
-202
| Closed | -$10K | – | 2032 |
|
|
2013
Q4 | $10K | Hold |
202
| – | – | ﹤0.01% | 1568 |
|
|
2013
Q3 | $11K | Hold |
202
| – | – | ﹤0.01% | 1481 |
|
|
2013
Q2 | $12K | Buy |
+202
| New | +$12K | ﹤0.01% | 1393 |
|