Addison Advisors’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 |
-35
| Closed | -$1K | – | 678 |
|
|
2022
Q4 | $1K | Sell |
35
-37
| -51% | -$1.06K | ﹤0.01% | 613 |
|
|
2022
Q3 | $2K | Buy |
72
+64
| +800% | +$1.78K | ﹤0.01% | 558 |
|
|
2022
Q2 | $0 | Sell |
8
-39
| -83% | – | ﹤0.01% | 697 |
|
|
2022
Q1 | $1K | Buy |
47
+9
| +24% | +$191 | ﹤0.01% | 626 |
|
|
2021
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 579 |
|