44 Wealth Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,518
| Closed | -$273K | – | 178 |
|
|
2022
Q4 | $273K | Sell |
9,518
-92
| -1% | -$2.64K | 0.09% | 147 |
|
|
2022
Q3 | $253K | Sell |
9,610
-52
| -0.5% | -$1.37K | 0.1% | 144 |
|
|
2022
Q2 | $252K | Sell |
9,662
-6,506
| -40% | -$170K | 0.1% | 145 |
|
|
2022
Q1 | $1.02M | Buy |
16,168
+6,243
| +63% | +$395K | 0.37% | 74 |
|
|
2021
Q4 | $325K | Sell |
9,925
-161
| -2% | -$5.27K | 0.11% | 144 |
|
|
2021
Q3 | $299K | Buy |
10,086
+45
| +0.4% | +$1.33K | 0.11% | 135 |
|
|
2021
Q2 | $306K | Sell |
10,041
-149
| -1% | -$4.54K | 0.12% | 138 |
|
|
2021
Q1 | $332K | Buy |
10,190
+53
| +0.5% | +$1.73K | 0.14% | 127 |
|
|
2020
Q4 | $259K | Buy |
+10,137
| New | +$259K | 0.12% | 135 |
|