Abacus Planning Group’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,588
| Closed | -$475K | – | 193 |
|
|
2021
Q2 | $475K | Sell |
15,588
-4,391
| -22% | -$134K | 0.15% | 103 |
|
|
2021
Q1 | $652K | Sell |
19,979
-971
| -5% | -$31.7K | 0.21% | 85 |
|
|
2020
Q4 | $536K | Sell |
20,950
-7,098
| -25% | -$182K | 0.17% | 94 |
|
|
2020
Q3 | $512K | Buy |
28,048
+2,973
| +12% | +$54.3K | 0.19% | 89 |
|
|
2020
Q2 | $484K | Buy |
+25,075
| New | +$484K | 0.2% | 87 |
|