SUMMIT PLACE FINANCIAL ADVISORS, LLC – Equity Residential Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$1.35M
portfolio value
SUMMIT PLACE FINANCIAL 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 | -3.59% | -750 shares | -155K | $67.22 | 20.12K |
| Q2 2022 | share | Increase | +15.01% | 2.72K shares | -124K | $72.22 | 20.87K |
| Q1 2022 | share | Increase | +202.50% | 12.15K shares | 1.08M | $89.92 | 18.15K |
| Q4 2021 | share | 0.00% | 0 shares | 57K | $89.94 | 6K | |
| Q3 2021 | share | 0.00% | 0 shares | 24K | $80.92 | 6K | |
| Q2 2021 | share | 0.00% | 0 shares | 32K | $76.44 | 6K | |
| Q1 2021 | share | Increase | 0.00% | 6K shares | 430K | $70.56 | 6K |