EXENCIAL WEALTH ADVISORS, LLC – Equity Residential Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$2.49M
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-6.92%
quarter
Equity Residential 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.73% | -3.54K shares | -441K | $67.22 | 37.06K |
| Q2 2022 | share | Increase | +0.19% | 75 shares | -712K | $72.22 | 40.60K |
| Q1 2022 | share | Increase | +5.08% | 1.96K shares | 153K | $89.92 | 40.52K |
| Q4 2021 | share | Increase | +2.99% | 1.12K shares | 461K | $89.94 | 38.56K |
| Q3 2021 | share | Increase | 0.00% | 37.44K shares | 3.03M | $80.92 | 37.44K |
| Q2 2021 | share | Decrease | -100.00% | -34.10K shares | -2.44M | $76.44 | 0 |
| Q1 2021 | share | Increase | 0.00% | 34.10K shares | 2.44M | $70.56 | 34.10K |