American Trust Investment 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
Q2 | – | Sell |
-97,055
| Closed | -$2.46M | – | 82 |
|
|
2023
Q1 | $2.46M | Buy |
97,055
+3,530
| +4% | +$89.6K | 1.48% | 32 |
|
|
2022
Q4 | $2.68M | Buy |
93,525
+1,820
| +2% | +$52.2K | 1.7% | 25 |
|
|
2022
Q3 | $2.42M | Buy |
91,705
+2,950
| +3% | +$77.7K | 1.55% | 27 |
|
|
2022
Q2 | $2.31M | Buy |
88,755
+4,785
| +6% | +$125K | 1.45% | 32 |
|
|
2022
Q1 | $2.6M | Buy |
+83,970
| New | +$2.6M | 1.33% | 36 |
|